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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.36%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
55
Increased
108
Reduced
88
Closed
19
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$510K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.14B
2
LPL Financial
2
LPL Financial
California
$164M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$22.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$410M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$66.4M
3
Wells Fargo
3
Wells Fargo
California
$48M
4
UBS Group
4
UBS Group
Switzerland
$67.2M
5
SC
5
Savant Capital
Illinois
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
101
Moloney Securities Asset Management
Missouri
$1.57M +$681K +12,629 +77%
OAM
102
Occidental Asset Management
California
$1.56M +$104K +1,922 +7%
AIP
103
Almanack Investment Partners
Pennsylvania
$1.56M +$62.4K +1,156 +4%
Brown Advisory
104
Brown Advisory
Maryland
$1.55M -$81K -1,500 -5%
EVM
105
Eaton Vance Management
Massachusetts
$1.53M +$66.2K +1,227 +5%
GSEP
106
Golden State Equity Partners
California
$1.51M +$1.51M +28,024 New
CAM
107
Cresset Asset Management
Illinois
$1.51M +$1.51M +27,990 New
BAAM
108
Baker Avenue Asset Management
California
$1.43M +$23.7K +440 +2%
WWM
109
Windsor Wealth Management
Indiana
$1.38M -$122K -2,266 -8%
ACG
110
Allen Capital Group
Nebraska
$1.36M +$29.4K +544 +2%
CWMU
111
Caliber Wealth Management (Utah)
Utah
$1.35M +$1.35M +25,098 New
CFA
112
Cahill Financial Advisors
Minnesota
$1.34M +$7.93K +147 +0.6%
CG
113
Colony Group
Massachusetts
$1.33M +$4.7K +87 +0.4%
SPIA
114
Steward Partners Investment Advisory
New York
$1.26M -$3.18K -59 -0.3%
WP
115
WealthPLAN Partners
Nebraska
$1.17M -$138K -2,533 -10%
Citigroup
116
Citigroup
New York
$1.13M +$531K +9,848 +90%
WCM
117
WealthBridge Capital Management
Ohio
$1.11M +$51.6K +956 +5%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$1.1M -$37.1K -688 -3%
NFC
119
Northeast Financial Consultants
Connecticut
$1.1M -$113K -2,088 -9%
TTWM
120
TCV Trust & Wealth Management
Virginia
$1.06M -$128K -2,365 -11%
STA
121
Summit Trail Advisors
New York
$1.03M +$1.03M +19,037 New
PWAP
122
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$973K – – –
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$964K -$54.5K -1,017 -5%
Creative Planning
124
Creative Planning
Kansas
$964K +$5.02K +93 +0.5%
WWM
125
Western Wealth Management
Colorado
$889K +$37.9K +702 +4%
3 4
5
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