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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

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.

New
Increased
Maintained
Reduced
Closed

939% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $274K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

34% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 92

8% more capital invested

Capital invested by funds: $4.35B → $4.7B (+$349M)

4% more funds holding

Funds holding: 314 → 325 (+11)

1.01% more ownership

Funds ownership: 77.64% → 78.65% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
5.66%
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

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$45.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$43.5M
3
HI
Horizon Investments
North Carolina
+$39.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$36.7M
2
BFG
Beacon Financial Group
Texas
-$5.5M
3
SPA
Sentinel Pension Advisors
Massachusetts
-$5.29M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.26M
5
AW
ACG Wealth
Georgia
-$4.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
76
Leicht Financial Planning & Wealth Management
New Jersey
$4.01M +$121K +2,053 +3%
IA
77
Insight Advisors
Pennsylvania
$4M +$21.5K +364 +0.6%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$3.76M -$1K -17 -0%
HAS
79
HBW Advisory Services
California
$3.63M -$320K -5,410 -8%
CCT
80
Country Club Trust
Missouri
$3.62M -$121K -2,055 -3%
WSFS
81
Wilmington Savings Fund Society
Delaware
$3.54M +$266K +4,495 +8%
MFG
82
Merit Financial Group
Georgia
$3.35M +$947K +16,024 +40%
SWP
83
ShoreHaven Wealth Partners
New Jersey
$3.29M +$27K +457 +0.8%
HFS
84
Howard Financial Services
Texas
$3.21M +$34.3K +580 +1%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$3.2M -$200K -3,381 -6%
CGFA
86
Colton Groome Financial Advisors
North Carolina
$3.02M +$2.99M +50,666 New
MSAM
87
Moloney Securities Asset Management
Missouri
$2.88M +$429K +7,268 +18%
CNBTD
88
Citizens National Bank Trust Department
Mississippi
$2.85M -$344K -5,821 -11%
SWMG
89
Sanchez Wealth Management Group
Florida
$2.8M +$249K +4,219 +10%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$2.78M +$524K +8,871 +23%
SPA
91
Sentinel Pension Advisors
Massachusetts
$2.77M -$5.29M -89,535 -66%
MFP
92
Meridian Financial Partners
Virginia
$2.71M +$267K +4,521 +11%
FFS
93
Founders Financial Securities
Maryland
$2.7M +$2.67M +45,242 New
CWMU
94
Caliber Wealth Management (Utah)
Utah
$2.38M +$992K +16,789 +72%
AAS
95
Avantax Advisory Services
Texas
$2.29M -$272K -4,599 -11%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$2.26M -$1.05M -17,803 -32%
BMA
97
Brooks Moore & Associates
Tennessee
$2.14M +$8.45K +143 +0.4%
Brown Advisory
98
Brown Advisory
Maryland
$2.02M +$297K +5,022 +17%
MML Investors Services
99
MML Investors Services
Massachusetts
$2.02M -$8.51K -144 -0.4%
GSWM
100
Golden State Wealth Management
California
$1.96M +$1.94M +32,860 New
2 3
4
5 6

DGRW Hedge Fund Activity: Q2 2021 in Review

325 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2021, worth a combined $4.7B — up 8% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGRW positions and 17 closed out — a net gain of 14 holders — while 123 added to existing stakes and 92 trimmed.

The largest buyer was Ameriprise, adding an estimated $45.2M. The largest seller was AE Wealth Management, cutting an estimated $36.7M.

  • 325 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $4.7B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2021, up 8% quarter-over-quarter.
  • 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2021 and 17 closed out, a net change of +14 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2021 was Ameriprise, an estimated $45.2M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2021 was AE Wealth Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2021.