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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.

Holders
250
Holders Change
+38
Holders Change %
+17.92%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
51
Increased
96
Reduced
58
Closed
11
Calls
$291K
Puts
$33M
Net Calls
-$32.7M
Net Calls Change
-$664K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.7M
4
Wells Fargo
4
Wells Fargo
California
$48.5M
5
Truist Financial
5
Truist Financial
North Carolina
$9.82M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
3
Intelligence Driven Advisers
California
$12.3M
4
AW
4
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGFA
101
Colton Groome Financial Advisors
North Carolina
$1.04M +$65.5K +1,351 +7%
Bank of Nova Scotia
102
Bank of Nova Scotia
Ontario, Canada
$1.03M -$129K -2,661 -11%
AWCI
103
Alpine Woods Capital Investors
New York
$1.02M – – –
MML Investors Services
104
MML Investors Services
Massachusetts
$1.02M +$126K +2,601 +14%
BMA
105
Brooks Moore & Associates
Tennessee
$1.01M +$9.69K +200 +1%
Brown Advisory
106
Brown Advisory
Maryland
$971K – – –
LNC
107
Lincoln National Corp
Pennsylvania
$926K +$926K +19,110 New
Renaissance Technologies
108
Renaissance Technologies
New York
$921K +$921K +19,000 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$894K +$464K +9,578 +108%
PWAP
110
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$892K -$131K -2,695 -13%
SWP
111
Stratos Wealth Partners
Ohio
$891K +$260K +5,361 +41%
IWM
112
IHT Wealth Management
Illinois
$883K -$22.1K -455 -2%
SWM
113
Sequoia Wealth Management
Illinois
$826K -$1.12M -23,106 -58%
MA
114
MONECO Advisors
Connecticut
$822K +$26.6K +536 +3%
GHA
115
GW Henssler & Associates
Georgia
$744K -$4.46K -92 -0.6%
CFO
116
CVA Family Office
Colorado
$719K +$719K +14,830 New
MBT
117
Montecito Bank & Trust
California
$694K -$25.6K -529 -4%
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$692K +$692K +14,294 New
CCM
119
Colorado Capital Management
Colorado
$682K -$7.12K -147 -1%
GAM
120
Garrison Asset Management
Arkansas
$682K +$83.8K +1,728 +14%
RG
121
Retirement Group
California
$656K +$656K +13,541 New
UR
122
USCA RIA
Texas
$637K -$11K -226 -2%
WWM
123
Western Wealth Management
Colorado
$635K +$3.63K +75 +0.6%
JFA
124
Johanson Financial Advisors
California
$584K +$584K +28,313 New
SC
125
Slow Capital
California
$560K +$84.1K +1,737 +18%
3 4
5
6 7