DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

257 hedge funds and large institutions have $2.19B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
5.28%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
43
Increased
86
Reduced
86
Closed
28
Calls
$883K
Puts
–
Net Calls
+$883K
Net Calls Change
+$603K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
Bank of America
2
Bank of America
North Carolina
$339M
3
LPL Financial
3
LPL Financial
California
$105M
4
PWMG
4
Prestige Wealth Management Group
New Jersey
$18.1M
5
RW
5
RVW Wealth
California
$22.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.3M
2
BSAM
2
Blue Sky Asset Management
Colorado
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.68M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
BFG
5
Beacon Financial Group
Texas
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ACG
101
Allen Capital Group
Nebraska
$1.19M 26,247 -2,396 -8%
TCM
102
TD Capital Management
Tennessee
$1.17M 25,653 +8,081 +46%
SPIA
103
Steward Partners Investment Advisory
New York
$1.14M 25,015 -1,235 -5%
EVM
104
Eaton Vance Management
Massachusetts
$1.14M 24,966 +433 +2%
CFA
105
Cahill Financial Advisors
Minnesota
$1.12M 24,526 -74,810 -75%
CG
106
Colony Group
Massachusetts
$1.11M 24,463 +87 +0.4%
SS
107
Simplicity Solutions
Minnesota
$1.11M 24,417 -86,763 -78%
FHC
108
First Heartland Consultants
Missouri
$1.03M 22,528 +6,404 +40%
NFC
109
Northeast Financial Consultants
Connecticut
$1.02M 22,432 +13 +0.1%
TTWM
110
TCV Trust & Wealth Management
Virginia
$1.01M 22,090 +22,090 New
AAS
111
Avantax Advisory Services
Texas
$975K 21,389 +4,843 +29%
Brown Advisory
112
Brown Advisory
Maryland
$969K 21,308 +1,825 +9%
AWCI
113
Alpine Woods Capital Investors
New York
$955K 21,000 – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$927K 20,362 -12,658 -38%
WCM
115
WealthBridge Capital Management
Ohio
$919K 20,198 -545 -3%
Bank of Nova Scotia
116
Bank of Nova Scotia
Ontario, Canada
$837K 18,392 -224 -1%
PWAP
117
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$822K 18,073 -24 -0.1%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$807K 17,740 +3,812 +27%
CGFA
119
Colton Groome Financial Advisors
North Carolina
$804K 17,676 +9,106 +106%
RG
120
Retirement Group
California
$791K 17,395 +17,395 New
WWM
121
Western Wealth Management
Colorado
$756K 16,616 +1,492 +10%
ECM
122
ExodusPoint Capital Management
New York
$655K 14,400 +14,400 New
CCM
123
Colorado Capital Management
Colorado
$650K 14,394 -494 -3%
GAM
124
Garrison Asset Management
Arkansas
$646K 14,193 -19 -0.1%
JSL
125
JT Stratford LLC
Georgia
$625K 13,746 +13,746 New
3 4
5
6 7