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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

325 hedge funds and large institutions have $4.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 17 closing their positions.

Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
5.67%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
31
Increased
123
Reduced
92
Closed
17
Calls
$2.85M
Puts
$274K
Net Calls
+$2.57M
Net Calls Change
+$879K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.35B
3
HI
3
Horizon Investments
North Carolina
$40.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$475M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.7M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
AWM
2
AE Wealth Management
Kansas
$1.78M
3
BFG
3
Beacon Financial Group
Texas
$30.7M
4
SPA
4
Sentinel Pension Advisors
Massachusetts
$2.77M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$77.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LFPWM
76
Leicht Financial Planning & Wealth Management
New Jersey
$4.01M 65,873 +2,053 +3%
IA
77
Insight Advisors
Pennsylvania
$4.01M 65,442 +364 +0.6%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$3.76M 62,984 -17 -0%
HAS
79
HBW Advisory Services
California
$3.63M 60,586 -5,410 -8%
CCT
80
Country Club Trust
Missouri
$3.62M 60,811 -2,055 -3%
WSFS
81
Wilmington Savings Fund Society
Delaware
$3.54M 59,386 +4,495 +8%
MFG
82
Merit Financial Group
Georgia
$3.35M 56,195 +16,024 +40%
SWP
83
ShoreHaven Wealth Partners
New Jersey
$3.29M 55,189 +457 +0.8%
HFS
84
Howard Financial Services
Texas
$3.21M 53,811 +580 +1%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$3.2M 53,631 -3,381 -6%
CGFA
86
Colton Groome Financial Advisors
North Carolina
$3.02M 50,666 +50,666 New
MSAM
87
Moloney Securities Asset Management
Missouri
$2.88M 48,284 +7,268 +18%
CNBTD
88
Citizens National Bank Trust Department
Mississippi
$2.85M 47,671 -5,821 -11%
SWMG
89
Sanchez Wealth Management Group
Florida
$2.8M 46,973 +4,219 +10%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$2.78M 46,622 +8,871 +23%
SPA
91
Sentinel Pension Advisors
Massachusetts
$2.77M 46,462 -89,535 -66%
MFP
92
Meridian Financial Partners
Virginia
$2.71M 44,861 +4,521 +11%
FFS
93
Founders Financial Securities
Maryland
$2.7M 45,242 +45,242 New
CWMU
94
Caliber Wealth Management (Utah)
Utah
$2.38M 39,959 +16,789 +72%
AAS
95
Avantax Advisory Services
Texas
$2.29M 38,419 -4,599 -11%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$2.26M 37,878 -17,803 -32%
BMA
97
Brooks Moore & Associates
Tennessee
$2.14M 35,851 +143 +0.4%
Brown Advisory
98
Brown Advisory
Maryland
$2.02M 33,797 +5,022 +17%
MML Investors Services
99
MML Investors Services
Massachusetts
$2.02M 33,794 -144 -0.4%
GSWM
100
Golden State Wealth Management
California
$1.96M 32,860 +32,860 New
2 3
4
5 6