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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

325 hedge funds and large institutions have $4.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 17 closing their positions.

Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
5.67%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
31
Increased
123
Reduced
92
Closed
17
Calls
$2.85M
Puts
$274K
Net Calls
+$2.57M
Net Calls Change
+$879K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.35B
3
HI
3
Horizon Investments
North Carolina
$40.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$475M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.7M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
AWM
2
AE Wealth Management
Kansas
$1.78M
3
BFG
3
Beacon Financial Group
Texas
$30.7M
4
SPA
4
Sentinel Pension Advisors
Massachusetts
$2.77M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$77.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
101
Level Four Advisory Services
Texas
$1.92M 32,246 -64,984 -67%
PAS
102
Park Avenue Securities
New York
$1.79M 30,055 +7,227 +32%
AWM
103
AE Wealth Management
Kansas
$1.78M 29,875 -621,540 -95%
AFP
104
Ausdal Financial Partners
Iowa
$1.78M 29,875 -3,356 -10%
AIP
105
Almanack Investment Partners
Pennsylvania
$1.76M 29,414 – –
EVM
106
Eaton Vance Management
Massachusetts
$1.74M 29,078 +36 +0.1%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$1.72M 28,209 -1,068 -4%
CAM
108
Cresset Asset Management
Illinois
$1.67M 27,986 -11 -0%
OAM
109
Occidental Asset Management
California
$1.54M 25,785 -471 -2%
SPL
110
Smart Portfolios LLC
Washington
$1.48M 24,744 -531 -2%
CG
111
Colony Group
Massachusetts
$1.48M 24,733 +72 +0.3%
OWA
112
Outlook Wealth Advisors
Texas
$1.48M 24,741 +18,512 +297%
TCM
113
TD Capital Management
Tennessee
$1.46M 24,476 -6,254 -20%
IAIM
114
International Assets Investment Management
Florida
$1.45M 18,991 +18,991 New
CFA
115
Cahill Financial Advisors
Minnesota
$1.43M 23,913 -727 -3%
WP
116
WealthPLAN Partners
Nebraska
$1.4M 22,531 -625 -3%
KPWS
117
Kestra Private Wealth Services
Texas
$1.34M 22,374 +1,431 +7%
AW
118
ACG Wealth
Georgia
$1.32M 22,140 -83,673 -79%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$1.28M 21,381 +6,687 +46%
WWM
120
Windsor Wealth Management
Indiana
$1.25M 20,865 -1,687 -7%
NFC
121
Northeast Financial Consultants
Connecticut
$1.22M 20,369 +10 +0%
WCM
122
WealthBridge Capital Management
Ohio
$1.21M 20,290 +19 +0.1%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.2M 20,156 +356 +2%
STA
124
Summit Trail Advisors
New York
$1.15M 19,206 +93 +0.5%
WWM
125
Western Wealth Management
Colorado
$1.08M 18,069 +3,354 +23%
3 4
5
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