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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
5.53%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
42
Increased
118
Reduced
88
Closed
24
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$231K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$79.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.25B
3
TC
3
TownSquare Capital
Utah
$49.6M
4
AWM
4
AE Wealth Management
Kansas
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$127M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
2
LPL Financial
California
$153M
3
UR
3
USCA RIA
Texas
$271K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$421M
5
Bank of America
5
Bank of America
North Carolina
$421M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
101
Eaton Vance Management
Massachusetts
$1.66M 29,042 +707 +2%
Brown Advisory
102
Brown Advisory
Maryland
$1.65M 28,775 – –
CAM
103
Cresset Asset Management
Illinois
$1.6M 27,997 +7 +0%
BAAM
104
Baker Avenue Asset Management
California
$1.59M 27,885 +1,353 +5%
OAM
105
Occidental Asset Management
California
$1.5M 26,256 -2,686 -9%
CWM
106
Collaborative Wealth Management
Florida
$1.48M 23,295 +23,295 New
SPL
107
Smart Portfolios LLC
Washington
$1.45M 25,275 -17,439 -41%
CG
108
Colony Group
Massachusetts
$1.41M 24,661 +58 +0.2%
CFA
109
Cahill Financial Advisors
Minnesota
$1.41M 24,640 -99 -0.4%
ACG
110
Allen Capital Group
Nebraska
$1.37M 23,936 -1,178 -5%
WP
111
WealthPLAN Partners
Nebraska
$1.37M 23,156 +1,547 +7%
CWMU
112
Caliber Wealth Management (Utah)
Utah
$1.33M 23,170 -1,928 -8%
PAS
113
Park Avenue Securities
New York
$1.31M 22,828 -26,605 -54%
WWM
114
Windsor Wealth Management
Indiana
$1.29M 22,552 -2,984 -12%
KPWS
115
Kestra Private Wealth Services
Texas
$1.2M 20,943 +7,304 +54%
SPIA
116
Steward Partners Investment Advisory
New York
$1.17M 20,395 -2,934 -13%
NFC
117
Northeast Financial Consultants
Connecticut
$1.16M 20,359 +8 +0%
WCM
118
WealthBridge Capital Management
Ohio
$1.16M 20,271 -265 -1%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$1.13M 19,800 -661 -3%
STA
120
Summit Trail Advisors
New York
$1.09M 19,113 +76 +0.4%
Creative Planning
121
Creative Planning
Kansas
$1.09M 18,999 +1,142 +6%
Citigroup
122
Citigroup
New York
$1.08M 18,799 -2,048 -10%
CAL
123
Capital Analysts LLC
Pennsylvania
$1.03M 18,039 +12,769 +242%
Renaissance Technologies
124
Renaissance Technologies
New York
$1.03M 18,000 +18,000 New
OC
125
Oppenheimer & Co
New York
$985K 17,230 +5,495 +47%
3 4
5
6 7