DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

212 hedge funds and large institutions have $1.83B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 21 closing their positions.

Holders
212
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.66%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.37%
New
20
Increased
96
Reduced
58
Closed
21
Calls
–
Puts
$32M
Net Calls
-$32M
Net Calls Change
-$2.78M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Ameriprise
2
Ameriprise
Minnesota
$38M
3
AG
3
Advisor Group
Arizona
$14.9M
4
LPL Financial
4
LPL Financial
California
$48.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$345M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
CGFA
3
Colton Groome Financial Advisors
North Carolina
$940K
4
BFG
4
Beacon Financial Group
Texas
$39.2M
5
IDA
5
Intelligence Driven Advisers
California
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
101
Kovack Advisors
Florida
$876K -$40.7K -902 -4%
IWM
102
IHT Wealth Management
Illinois
$842K -$120K -2,656 -12%
MML Investors Services
103
MML Investors Services
Massachusetts
$828K -$265K -5,868 -24%
MA
104
MONECO Advisors
Connecticut
$722K +$29.4K +653 +4%
GHA
105
GW Henssler & Associates
Georgia
$696K +$184K +4,082 +36%
MBT
106
Montecito Bank & Trust
California
$669K -$702K -15,567 -51%
CCM
107
Colorado Capital Management
Colorado
$641K -$37.6K -834 -6%
Goldman Sachs
108
Goldman Sachs
New York
$610K +$90 +2 +0%
UR
109
USCA RIA
Texas
$603K -$2.89K -64 -0.5%
SWP
110
Stratos Wealth Partners
Ohio
$588K +$132K +2,929 +29%
WWM
111
Western Wealth Management
Colorado
$587K -$11.2K -249 -2%
TSWM
112
Triangle Securities Wealth Management
North Carolina
$558K +$15.6K +345 +3%
GAM
113
Garrison Asset Management
Arkansas
$556K -$32.7K -725 -6%
FHA
114
First Horizon Advisors
Tennessee
$525K -$168K -3,722 -24%
WBG
115
Wharton Business Group
Pennsylvania
$496K – – –
PFS
116
Prospera Financial Services
Texas
$446K +$1.89K +42 +0.4%
WSFS
117
Wilmington Savings Fund Society
Delaware
$445K – – –
SC
118
Slow Capital
California
$443K +$443K +9,825 New
OC
119
Oppenheimer & Co
New York
$430K -$40.5K -900 -9%
DAM
120
Deltec Asset Management
New York
$428K – – –
BHB
121
Bank Hapoalim BM
Israel
$427K -$1.61M -35,935 -79%
Creative Planning
122
Creative Planning
Kansas
$425K +$41.4K +918 +11%
KM
123
Kalos Management
Georgia
$416K +$26.3K +559 +7%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$400K -$342K -7,574 -46%
IFA
125
Interactive Financial Advisors
Illinois
$400K +$78.9K +1,748 +25%
3 4
5
6 7