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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$33M

Top Buyers

1
SC
1
Savant Capital
Illinois
$42.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$55.3M
3
LPL Financial
3
LPL Financial
California
$71.8M
4
BFG
4
Bouchey Financial Group
New York
$10.6M
5
LWP
5
Legacy Wealth Planning
Nevada
$9.64M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.1M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$34.6M
3
Bank of America
3
Bank of America
North Carolina
$270M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$245M
5
RW
5
RVW Wealth
California
$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
101
Alpine Woods Capital Investors
New York
$817K – – –
NCM
102
Novare Capital Management
North Carolina
$816K -$194K -4,990 -19%
BAAM
103
Baker Avenue Asset Management
California
$809K -$4.32M -111,017 -84%
WCM
104
WealthBridge Capital Management
Ohio
$807K -$174K -4,481 -18%
IWM
105
IHT Wealth Management
Illinois
$792K +$82.8K +2,126 +12%
PWAP
106
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$760K -$7.98K -190 -1%
Brown Advisory
107
Brown Advisory
Maryland
$758K -$21.7K -558 -3%
Bank of Nova Scotia
108
Bank of Nova Scotia
Ontario, Canada
$724K -$101K -2,602 -12%
TCM
109
TD Capital Management
Tennessee
$684K +$684K +17,572 New
Citigroup
110
Citigroup
New York
$667K +$373K +9,583 +127%
GHA
111
GW Henssler & Associates
Georgia
$649K +$51.7K +1,327 +9%
AAS
112
Avantax Advisory Services
Texas
$646K +$229K +5,860 +55%
FHC
113
First Heartland Consultants
Missouri
$627K +$222K +5,717 +55%
MHS
114
M Holdings Securities
Oregon
$620K +$620K +15,940 New
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$619K -$98.2K -2,525 -14%
WWM
116
Western Wealth Management
Colorado
$590K +$78.5K +2,013 +15%
CCM
117
Colorado Capital Management
Colorado
$579K +$31.6K +813 +6%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$566K +$207K +5,318 +58%
GAM
119
Garrison Asset Management
Arkansas
$553K +$5.76K +148 +1%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$542K -$472K -12,125 -47%
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$540K -$16.2K -416 -3%
CFO
122
CVA Family Office
Colorado
$526K -$50.5K -1,300 -9%
AFA
123
Atlanta Financial Associates
Georgia
$481K +$481K +12,374 New
BCA
124
Bay Colony Advisors
Massachusetts
$477K +$167K +4,301 +54%
MBT
125
Montecito Bank & Trust
California
$474K -$82.5K -2,122 -15%
3 4
5
6 7