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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

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.

New
Increased
Maintained
Reduced
Closed

939% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $274K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

34% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 92

8% more capital invested

Capital invested by funds: $4.35B → $4.7B (+$349M)

4% more funds holding

Funds holding: 314 → 325 (+11)

1.01% more ownership

Funds ownership: 77.64% → 78.65% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
5.66%
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

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$45.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$43.5M
3
HI
Horizon Investments
North Carolina
+$39.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$36.7M
2
BFG
Beacon Financial Group
Texas
-$5.5M
3
SPA
Sentinel Pension Advisors
Massachusetts
-$5.29M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.26M
5
AW
ACG Wealth
Georgia
-$4.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$1.92M -$3.84M -64,984 -67%
PAS
102
Park Avenue Securities
New York
$1.79M +$427K +7,227 +32%
AWM
103
AE Wealth Management
Kansas
$1.78M -$36.7M -621,540 -95%
AFP
104
Ausdal Financial Partners
Iowa
$1.78M -$198K -3,356 -10%
AIP
105
Almanack Investment Partners
Pennsylvania
$1.75M – – –
EVM
106
Eaton Vance Management
Massachusetts
$1.74M +$2.13K +36 +0.1%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$1.72M -$63.1K -1,068 -4%
CAM
108
Cresset Asset Management
Illinois
$1.67M -$650 -11 -0%
OAM
109
Occidental Asset Management
California
$1.54M -$27.8K -471 -2%
SPL
110
Smart Portfolios LLC
Washington
$1.48M -$31.4K -531 -2%
CG
111
Colony Group
Massachusetts
$1.48M +$4.25K +72 +0.3%
OWA
112
Outlook Wealth Advisors
Texas
$1.48M +$1.09M +18,512 +297%
TCM
113
TD Capital Management
Tennessee
$1.46M -$369K -6,254 -20%
IAIM
114
International Assets Investment Management
Florida
$1.45M +$1.12M +18,991 New
CFA
115
Cahill Financial Advisors
Minnesota
$1.43M -$42.9K -727 -3%
WP
116
WealthPLAN Partners
Nebraska
$1.4M -$36.9K -625 -3%
KPWS
117
Kestra Private Wealth Services
Texas
$1.33M +$84.5K +1,431 +7%
AW
118
ACG Wealth
Georgia
$1.32M -$4.94M -83,673 -79%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$1.27M +$395K +6,687 +46%
WWM
120
Windsor Wealth Management
Indiana
$1.25M -$99.7K -1,687 -7%
NFC
121
Northeast Financial Consultants
Connecticut
$1.22M +$591 +10 +0%
WCM
122
WealthBridge Capital Management
Ohio
$1.21M +$1.12K +19 +0.1%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.2M +$21K +356 +2%
STA
124
Summit Trail Advisors
New York
$1.15M +$5.49K +93 +0.5%
WWM
125
Western Wealth Management
Colorado
$1.08M +$198K +3,354 +23%
3 4
5
6 7

DGRW Hedge Fund Activity: Q2 2021 in Review

325 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2021, worth a combined $4.7B — up 8% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGRW positions and 17 closed out — a net gain of 14 holders — while 123 added to existing stakes and 92 trimmed.

The largest buyer was Ameriprise, adding an estimated $45.2M. The largest seller was AE Wealth Management, cutting an estimated $36.7M.

  • 325 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $4.7B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2021, up 8% quarter-over-quarter.
  • 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2021 and 17 closed out, a net change of +14 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2021 was Ameriprise, an estimated $45.2M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2021 was AE Wealth Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2021.