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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

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

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

13% more funds holding

Funds holding: 268 → 302 (+34)

12% more capital invested

Capital invested by funds: $3.47B → $3.91B (+$434M)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

1.79% less ownership

Funds ownership: 76.65% → 74.87% (-1.8%)

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.34%
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

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$84.2M
2
LPL Financial
LPL Financial
California
+$27.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$13.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$65.6M
2
Wells Fargo
Wells Fargo
California
-$8.71M
3
UBS Group
UBS Group
Switzerland
-$6.33M
4
SC
Savant Capital
Illinois
-$4.87M
5
SMG
Smart Money Group
Texas
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
101
Moloney Securities Asset Management
Missouri
$1.57M +$654K +12,629 +77%
OAM
102
Occidental Asset Management
California
$1.56M +$99.5K +1,922 +7%
AIP
103
Almanack Investment Partners
Pennsylvania
$1.56M +$59.8K +1,156 +4%
Brown Advisory
104
Brown Advisory
Maryland
$1.55M -$77.7K -1,500 -5%
EVM
105
Eaton Vance Management
Massachusetts
$1.53M +$63.5K +1,227 +5%
GSEP
106
Golden State Equity Partners
California
$1.51M +$1.45M +28,024 New
CAM
107
Cresset Asset Management
Illinois
$1.51M +$1.45M +27,990 New
BAAM
108
Baker Avenue Asset Management
California
$1.43M +$22.8K +440 +2%
WWM
109
Windsor Wealth Management
Indiana
$1.38M -$117K -2,266 -8%
ACG
110
Allen Capital Group
Nebraska
$1.35M +$28.2K +544 +2%
CWMU
111
Caliber Wealth Management (Utah)
Utah
$1.35M +$1.3M +25,098 New
CFA
112
Cahill Financial Advisors
Minnesota
$1.33M +$7.61K +147 +0.6%
CG
113
Colony Group
Massachusetts
$1.33M +$4.5K +87 +0.4%
SPIA
114
Steward Partners Investment Advisory
New York
$1.26M -$3.05K -59 -0.3%
WP
115
WealthPLAN Partners
Nebraska
$1.17M -$131K -2,533 -10%
Citigroup
116
Citigroup
New York
$1.13M +$510K +9,848 +90%
WCM
117
WealthBridge Capital Management
Ohio
$1.11M +$49.5K +956 +5%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$1.1M -$35.6K -688 -3%
NFC
119
Northeast Financial Consultants
Connecticut
$1.1M -$108K -2,088 -9%
TTWM
120
TCV Trust & Wealth Management
Virginia
$1.06M -$122K -2,365 -11%
STA
121
Summit Trail Advisors
New York
$1.03M +$986K +19,037 New
PWAP
122
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$973K – – –
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$964K -$52.6K -1,017 -5%
Creative Planning
124
Creative Planning
Kansas
$964K +$4.81K +93 +0.5%
WWM
125
Western Wealth Management
Colorado
$889K +$36.3K +702 +4%
3 4
5
6 7

DGRW Hedge Fund Activity: Q4 2020 in Review

302 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2020, worth a combined $3.91B — up 12% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DGRW positions and 19 closed out — a net gain of 36 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $84.2M. The largest seller was HighTower Advisors, exiting entirely with an estimated $65.6M sold.

  • 302 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2020, up from 268 in Q3 2020.
  • Funds reported $3.91B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2020 and 19 closed out, a net change of +36 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2020 was PNC Financial Services Group, an estimated $84.2M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2020 was HighTower Advisors, an estimated $65.6M sold.

Based on aggregated 13F filings for Q4 2020.