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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
-$1.78M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$123M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
3
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$509M
5
PAG
5
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$36.9M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
ASW
3
Astoria Strategic Wealth
Texas
$363K
4
Wells Fargo
4
Wells Fargo
California
$41.7M
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCT
101
Country Club Trust
Missouri
$2.46M 41,136 -19,675 -32%
AWM
102
AE Wealth Management
Kansas
$2.22M 37,643 +7,768 +26%
BMA
103
Brooks Moore & Associates
Tennessee
$2.12M 36,096 +245 +0.7%
Brown Advisory
104
Brown Advisory
Maryland
$1.99M 33,797 – –
GSWM
105
Golden State Wealth Management
California
$1.97M 33,485 +625 +2%
SPA
106
Sentinel Pension Advisors
Massachusetts
$1.82M 30,981 -15,481 -33%
AFP
107
Ausdal Financial Partners
Iowa
$1.75M 29,667 -208 -0.7%
AIP
108
Almanack Investment Partners
Pennsylvania
$1.73M 29,414 – –
FTUS
109
Flow Traders U.S.
New York
$1.69M 28,785 +28,785 New
RCAG
110
Rehmann Capital Advisory Group
Michigan
$1.69M 28,687 +478 +2%
TCM
111
TD Capital Management
Tennessee
$1.68M 28,505 +4,029 +16%
EVM
112
Eaton Vance Management
Massachusetts
$1.66M 28,211 -867 -3%
CAM
113
Cresset Asset Management
Illinois
$1.65M 27,995 +9 +0%
OWA
114
Outlook Wealth Advisors
Texas
$1.62M 27,482 +2,741 +11%
OAM
115
Occidental Asset Management
California
$1.52M 25,797 +12 +0%
KPWS
116
Kestra Private Wealth Services
Texas
$1.51M 25,698 +3,324 +15%
IAIM
117
International Assets Investment Management
Florida
$1.47M 21,863 +2,872 +15%
CG
118
Colony Group
Massachusetts
$1.46M 24,799 +66 +0.3%
GIA
119
Gladstone Institutional Advisory
Florida
$1.45M 24,685 +16,386 +197%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$1.43M 24,336 +10,023 +70%
CFA
121
Cahill Financial Advisors
Minnesota
$1.41M 24,022 +109 +0.5%
HA
122
Herold Advisors
New York
$1.38M 23,403 +23,403 New
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.35M 23,010 +2,854 +14%
AW
124
ACG Wealth
Georgia
$1.3M 22,152 +12 +0.1%
GWS
125
Glassman Wealth Services
Virginia
$1.3M 22,116 +22,116 New
3 4
5
6 7