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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

268 hedge funds and large institutions have $3.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
5.42%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
32
Increased
93
Reduced
90
Closed
20
Calls
$952K
Puts
–
Net Calls
+$952K
Net Calls Change
+$69K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$963M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$364M
3
KAS
3
Kestra Advisory Services
Texas
$17.2M
4
UR
4
USCA RIA
Texas
$15.3M
5
Ameriprise
5
Ameriprise
Minnesota
$46M

Top Sellers

1
SC
1
Savant Capital
Illinois
$46.5M
2
IDA
2
Intelligence Driven Advisers
California
$651K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.21M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$2.45M
5
CA
5
Cetera Advisors
Colorado
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
101
Eaton Vance Management
Massachusetts
$1.34M 27,108 +2,142 +9%
OAM
102
Occidental Asset Management
California
$1.34M 27,020 -516 -2%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$1.33M 26,912 -11 -0%
MFG
104
Merit Financial Group
Georgia
$1.3M 26,159 -1,976 -7%
BAAM
105
Baker Avenue Asset Management
California
$1.29M 26,092 -1,528 -6%
ACG
106
Allen Capital Group
Nebraska
$1.27M 24,570 -1,677 -6%
WP
107
WealthPLAN Partners
Nebraska
$1.25M 24,142 -807 -3%
CFA
108
Cahill Financial Advisors
Minnesota
$1.22M 24,592 +66 +0.3%
CG
109
Colony Group
Massachusetts
$1.22M 24,516 +53 +0.2%
SPIA
110
Steward Partners Investment Advisory
New York
$1.16M 23,388 -1,627 -7%
NFC
111
Northeast Financial Consultants
Connecticut
$1.11M 22,439 +7 +0%
TTWM
112
TCV Trust & Wealth Management
Virginia
$1.1M 22,090 – –
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$1.05M 21,149 +787 +4%
AWCI
114
Alpine Woods Capital Investors
New York
$1.04M 21,000 – –
WCM
115
WealthBridge Capital Management
Ohio
$971K 19,580 -618 -3%
RG
116
Retirement Group
California
$963K 19,430 +2,035 +12%
Bank of Nova Scotia
117
Bank of Nova Scotia
Ontario, Canada
$943K 19,020 +628 +3%
PWAP
118
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$894K 18,033 -40 -0.2%
Creative Planning
119
Creative Planning
Kansas
$881K 17,764 +5,102 +40%
AWM
120
AE Wealth Management
Kansas
$837K 16,891 -13,306 -44%
MSAM
121
Moloney Securities Asset Management
Missouri
$815K 16,451 +16,451 New
RFC
122
Regions Financial Corp
Alabama
$795K 16,033 +16,033 New
SC
123
Slow Capital
California
$788K 15,903 +7,238 +84%
WWM
124
Western Wealth Management
Colorado
$782K 15,777 -839 -5%
SS
125
Simplicity Solutions
Minnesota
$766K 15,450 -8,967 -37%
3 4
5
6 7