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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

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.

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
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
1
Horizon Investments
North Carolina
$123M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
3
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$509M
5
PAG
5
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$36.9M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
ASW
3
Astoria Strategic Wealth
Texas
$363K
4
Wells Fargo
4
Wells Fargo
California
$41.7M
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFS
76
Founders Financial Securities
Maryland
$4.06M 69,041 +23,799 +53%
LF
77
Lantz Financial
Illinois
$4.05M 68,851 -6,465 -9%
LFPWM
78
Leicht Financial Planning & Wealth Management
New Jersey
$3.98M 66,173 +300 +0.5%
IA
79
Insight Advisors
Pennsylvania
$3.89M 61,531 -3,911 -6%
ACM
80
Avalon Capital Management
California
$3.89M 66,032 +66,032 New
MFG
81
Merit Financial Group
Georgia
$3.85M 65,425 +9,230 +16%
WSFS
82
Wilmington Savings Fund Society
Delaware
$3.79M 64,396 +5,010 +8%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$3.63M 61,751 -1,233 -2%
HAS
84
HBW Advisory Services
California
$3.34M 56,714 -3,872 -6%
PAS
85
Park Avenue Securities
New York
$3.27M 55,529 +25,474 +85%
LA
86
Latitude Advisors
Florida
$3.21M 54,623 +38,546 +240%
SWP
87
ShoreHaven Wealth Partners
New Jersey
$3.2M 54,316 -873 -2%
HFS
88
Howard Financial Services
Texas
$3.18M 54,019 +208 +0.4%
SSWM
89
Sheets Smith Wealth Management
North Carolina
$3.14M 53,332 -299 -0.6%
MSAM
90
Moloney Securities Asset Management
Missouri
$3.13M 53,168 +4,884 +10%
TFA
91
Tranquilli Financial Advisor
New Jersey
$3.09M 52,563 +44,155 +525%
SWMG
92
Sanchez Wealth Management Group
Florida
$2.98M 50,614 +3,641 +8%
MML Investors Services
93
MML Investors Services
Massachusetts
$2.95M 50,099 +16,305 +48%
CNBTD
94
Citizens National Bank Trust Department
Mississippi
$2.85M 48,433 +762 +2%
GM
95
GeoWealth Management
Illinois
$2.77M 47,068 +47,068 New
AAS
96
Avantax Advisory Services
Texas
$2.72M 46,071 +7,652 +20%
MFP
97
Meridian Financial Partners
Virginia
$2.7M 45,416 +555 +1%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$2.61M 44,302 -2,320 -5%
CWMU
99
Caliber Wealth Management (Utah)
Utah
$2.51M 41,246 +1,287 +3%
CRI
100
Colonial River Investments
Virginia
$2.51M 41,246 +41,246 New
2 3
4
5 6