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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
5.53%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
42
Increased
118
Reduced
88
Closed
24
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$231K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$79.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.25B
3
TC
3
TownSquare Capital
Utah
$49.6M
4
AWM
4
AE Wealth Management
Kansas
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$127M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
2
LPL Financial
California
$153M
3
UR
3
USCA RIA
Texas
$271K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$421M
5
Bank of America
5
Bank of America
North Carolina
$421M
Name Market Value Shares Shares
Change 		Shares
Change %
LFPWM
76
Leicht Financial Planning & Wealth Management
New Jersey
$3.65M 63,820 +6,567 +11%
GSEP
77
Golden State Equity Partners
California
$3.62M 63,272 +35,248 +126%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$3.6M 63,001 +21,994 +54%
CCT
79
Country Club Trust
Missouri
$3.59M 62,866 +147 +0.2%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$3.45M 60,234 +8,429 +16%
SSWM
81
Sheets Smith Wealth Management
North Carolina
$3.26M 57,012 +1 +0%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$3.18M 55,681 -2,891 -5%
WSFS
83
Wilmington Savings Fund Society
Delaware
$3.14M 54,891 +4,542 +9%
SWP
84
ShoreHaven Wealth Partners
New Jersey
$3.13M 54,732 +1,335 +3%
CNBTD
85
Citizens National Bank Trust Department
Mississippi
$3.06M 53,492 -10,062 -16%
HFS
86
Howard Financial Services
Texas
$3.04M 53,231 +2,459 +5%
LAS
87
Lloyd Advisory Services
Georgia
$2.65M 46,319 +46,319 New
AAS
88
Avantax Advisory Services
Texas
$2.46M 43,018 +2,097 +5%
SWMG
89
Sanchez Wealth Management Group
Florida
$2.45M 42,754 +1,139 +3%
MFP
90
Meridian Financial Partners
Virginia
$2.38M 40,340 +439 +1%
MSAM
91
Moloney Securities Asset Management
Missouri
$2.35M 41,016 +11,936 +41%
MFG
92
Merit Financial Group
Georgia
$2.3M 40,171 +5,639 +16%
AWA
93
Arkadios Wealth Advisors
Georgia
$2.3M 40,141 +3,690 +10%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$2.16M 37,751 +2,432 +7%
BMA
95
Brooks Moore & Associates
Tennessee
$2.04M 35,708 +3,729 +12%
MML Investors Services
96
MML Investors Services
Massachusetts
$1.94M 33,938 -1,761 -5%
AFP
97
Ausdal Financial Partners
Iowa
$1.9M 33,231 -10,743 -24%
TCM
98
TD Capital Management
Tennessee
$1.76M 30,730 +39 +0.1%
AIP
99
Almanack Investment Partners
Pennsylvania
$1.68M 29,414 +520 +2%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$1.67M 29,277 -283 -1%
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4
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