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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.36%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
55
Increased
108
Reduced
88
Closed
19
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$510K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.14B
2
LPL Financial
2
LPL Financial
California
$164M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$22.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$410M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$48M
3
UBS Group
3
UBS Group
Switzerland
$67.2M
4
SC
4
Savant Capital
Illinois
$45.6M
5
SMG
5
Smart Money Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCT
76
Country Club Trust
Missouri
$3.36M 62,719 -2,119 -3%
IA
77
Insight Advisors
Pennsylvania
$3.29M 60,978 +60,978 New
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$3.16M 58,572 -9,302 -14%
SSWM
79
Sheets Smith Wealth Management
North Carolina
$3.08M 57,011 -1,757 -3%
LFPWM
80
Leicht Financial Planning & Wealth Management
New Jersey
$3.07M 57,253 +7,475 +15%
SWP
81
ShoreHaven Wealth Partners
New Jersey
$2.88M 53,397 +53,397 New
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$2.8M 51,805 -8,782 -14%
HFS
83
Howard Financial Services
Texas
$2.74M 50,772 +2,974 +6%
WSFS
84
Wilmington Savings Fund Society
Delaware
$2.72M 50,349 -2,613 -5%
PAS
85
Park Avenue Securities
New York
$2.67M 49,433 -937 -2%
AFP
86
Ausdal Financial Partners
Iowa
$2.37M 43,974 +5,131 +13%
SPL
87
Smart Portfolios LLC
Washington
$2.31M 42,714 -741 -2%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$2.26M 41,939 +41,939 New
22CM
89
20/20 Capital Management
California
$2.26M 41,768 +41,768 New
SWMG
90
Sanchez Wealth Management Group
Florida
$2.25M 41,615 +36,687 +744%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$2.21M 41,007 +994 +2%
AAS
92
Avantax Advisory Services
Texas
$2.21M 40,921 -55,356 -57%
MFP
93
Meridian Financial Partners
Virginia
$2.19M 39,901 -2,253 -5%
AWA
94
Arkadios Wealth Advisors
Georgia
$1.97M 36,451 +36,049 +8,967%
MML Investors Services
95
MML Investors Services
Massachusetts
$1.93M 35,699 -291 -0.8%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$1.91M 35,319 -9,238 -21%
MFG
97
Merit Financial Group
Georgia
$1.86M 34,532 +8,373 +32%
BMA
98
Brooks Moore & Associates
Tennessee
$1.73M 31,979 -1,169 -4%
TCM
99
TD Capital Management
Tennessee
$1.66M 30,691 +1,544 +5%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$1.6M 29,560 +2,648 +10%
2 3
4
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