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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

268 hedge funds and large institutions have $3.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
5.42%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
32
Increased
93
Reduced
90
Closed
20
Calls
$952K
Puts
–
Net Calls
+$952K
Net Calls Change
+$69K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$963M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$364M
3
KAS
3
Kestra Advisory Services
Texas
$17.2M
4
UR
4
USCA RIA
Texas
$15.3M
5
Ameriprise
5
Ameriprise
Minnesota
$46M

Top Sellers

1
SC
1
Savant Capital
Illinois
$46.5M
2
IDA
2
Intelligence Driven Advisers
California
$651K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.21M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$2.45M
5
CA
5
Cetera Advisors
Colorado
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
76
Hengehold Capital Management
Ohio
$3.43M 69,196 +11,163 +19%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$3.37M 67,874 -5,595 -8%
Goldman Sachs
78
Goldman Sachs
New York
$3.25M 65,593 +18,102 +38%
CCT
79
Country Club Trust
Missouri
$3.21M 64,838 -1,406 -2%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$3.13M 63,200 +63,200 New
CA
81
Cetera Advisors
Colorado
$3.05M 61,495 -72,075 -54%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$2.98M 60,587 +12,759 +27%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$2.91M 58,768 +1 +0%
WSFS
84
Wilmington Savings Fund Society
Delaware
$2.63M 52,962 +5,501 +12%
PAS
85
Park Avenue Securities
New York
$2.5M 50,370 -6 -0%
LFPWM
86
Leicht Financial Planning & Wealth Management
New Jersey
$2.45M 49,778 -73,385 -60%
CNBTD
87
Citizens National Bank Trust Department
Mississippi
$2.43M 49,022 +3,945 +9%
HFS
88
Howard Financial Services
Texas
$2.37M 47,798 -84 -0.2%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.21M 44,557 -102,266 -70%
SPL
90
Smart Portfolios LLC
Washington
$2.15M 43,455 -755 -2%
MFP
91
Meridian Financial Partners
Virginia
$2.1M 42,154 +7,782 +23%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$1.99M 40,013 +6,567 +20%
AFP
93
Ausdal Financial Partners
Iowa
$1.93M 38,843 +38,843 New
MML Investors Services
94
MML Investors Services
Massachusetts
$1.78M 35,990 +6,292 +21%
BMA
95
Brooks Moore & Associates
Tennessee
$1.64M 33,148 -652 -2%
Brown Advisory
96
Brown Advisory
Maryland
$1.5M 30,275 +8,967 +42%
TCM
97
TD Capital Management
Tennessee
$1.45M 29,147 +3,494 +14%
AIP
98
Almanack Investment Partners
Pennsylvania
$1.44M 27,738 +27,738 New
TRCT
99
Tower Research Capital (TRC)
New York
$1.39M 28,022 -11,856 -30%
WWM
100
Windsor Wealth Management
Indiana
$1.38M 27,802 -5,735 -17%
2 3
4
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