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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $4.7B → $4.94B (+$245M)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.83% more ownership

Funds ownership: 78.65% → 79.48% (+0.83%)

1% less funds holding

Funds holding: 325 → 322 (-3)

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
-$1.78M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$86.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$61M
3
PI
PFS Investments
Georgia
+$50.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.6M
5
PAG
Private Advisor Group
New Jersey
+$10M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$7.23M
2
ASW
Astoria Strategic Wealth
Texas
-$6.01M
3
Wells Fargo
Wells Fargo
California
-$5.68M
4
LWP
Legacy Wealth Planning
Nevada
-$5.49M
5
ARC
Advisor Resource Council
Texas
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
76
Founders Financial Securities
Maryland
$4.06M +$1.46M +23,799 +53%
LF
77
Lantz Financial
Illinois
$4.05M -$396K -6,465 -9%
LFPWM
78
Leicht Financial Planning & Wealth Management
New Jersey
$3.98M +$18.4K +300 +0.5%
IA
79
Insight Advisors
Pennsylvania
$3.89M -$239K -3,911 -6%
ACM
80
Avalon Capital Management
California
$3.88M +$4.04M +66,032 New
MFG
81
Merit Financial Group
Georgia
$3.85M +$565K +9,230 +16%
WSFS
82
Wilmington Savings Fund Society
Delaware
$3.79M +$307K +5,010 +8%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$3.63M -$75.5K -1,233 -2%
HAS
84
HBW Advisory Services
California
$3.34M -$237K -3,872 -6%
PAS
85
Park Avenue Securities
New York
$3.27M +$1.56M +25,474 +85%
LA
86
Latitude Advisors
Florida
$3.21M +$2.36M +38,546 +240%
SWP
87
ShoreHaven Wealth Partners
New Jersey
$3.19M -$53.4K -873 -2%
HFS
88
Howard Financial Services
Texas
$3.18M +$12.7K +208 +0.4%
SSWM
89
Sheets Smith Wealth Management
North Carolina
$3.14M -$18.3K -299 -0.6%
MSAM
90
Moloney Securities Asset Management
Missouri
$3.13M +$299K +4,884 +10%
TFA
91
Tranquilli Financial Advisor
New Jersey
$3.09M +$2.7M +44,155 +525%
SWMG
92
Sanchez Wealth Management Group
Florida
$2.98M +$223K +3,641 +8%
MML Investors Services
93
MML Investors Services
Massachusetts
$2.95M +$998K +16,305 +48%
CNBTD
94
Citizens National Bank Trust Department
Mississippi
$2.85M +$46.6K +762 +2%
GM
95
GeoWealth Management
Illinois
$2.77M +$2.88M +47,068 New
AAS
96
Avantax Advisory Services
Texas
$2.72M +$468K +7,652 +20%
MFP
97
Meridian Financial Partners
Virginia
$2.7M +$34K +555 +1%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$2.61M -$142K -2,320 -5%
CWMU
99
Caliber Wealth Management (Utah)
Utah
$2.51M +$78.8K +1,287 +3%
CRI
100
Colonial River Investments
Virginia
$2.51M +$2.52M +41,246 New
2 3
4
5 6