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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+38
Holders Change %
+17.92%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
51
Increased
96
Reduced
58
Closed
11
Calls
$291K
Puts
$33M
Net Calls
-$32.7M
Net Calls Change
-$664K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$81.5M
2
Morgan Stanley
Morgan Stanley
New York
$145M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.7M
4
Wells Fargo
Wells Fargo
California
$48.5M
5
Truist Financial
Truist Financial
North Carolina
$9.82M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
Intelligence Driven Advisers
California
$12.3M
4
AW
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
126
Kalos Management
Georgia
$554K +$117K +2,359 +27%
WBG
127
Wharton Business Group
Pennsylvania
$533K – – –
AAS
128
Avantax Advisory Services
Texas
$521K +$278K +5,701 +114%
PFS
129
Prospera Financial Services
Texas
$516K +$36.8K +759 +8%
FHC
130
First Heartland Consultants
Missouri
$504K +$74.7K +1,542 +17%
OIA
131
OneDigital Investment Advisors
Kansas
$495K +$155K +3,197 +46%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$491K +$491K +10,141 New
TSWM
133
Triangle Securities Wealth Management
North Carolina
$478K -$121K -2,505 -20%
WSFS
134
Wilmington Savings Fund Society
Delaware
$478K – – –
TRCT
135
Tower Research Capital (TRC)
New York
$465K -$686K -14,168 -60%
OC
136
Oppenheimer & Co
New York
$463K – – –
BHB
137
Bank Hapoalim BM
Israel
$461K – – –
DAM
138
Deltec Asset Management
New York
$460K – – –
FHA
139
First Horizon Advisors
Tennessee
$455K -$109K -2,254 -19%
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$448K +$123K +2,538 +38%
IFA
141
Interactive Financial Advisors
Illinois
$428K -$1.41K -29 -0.3%
TA
142
TCG Advisors
Texas
$422K +$32.8K +677 +8%
Creative Planning
143
Creative Planning
Kansas
$421K -$36.1K -746 -8%
BCA
144
Bay Colony Advisors
Massachusetts
$393K +$3.21K +65 +0.8%
MCP
145
Mirador Capital Partners
California
$385K +$98.6K +2,034 +34%
GT
146
Glenview Trust
Kentucky
$368K – – –
FA
147
Fortis Advisors
Pennsylvania
$367K +$55.6K +1,147 +18%
Citigroup
148
Citigroup
New York
$366K +$107K +2,200 +41%
CWS
149
Cypress Wealth Services
California
$354K +$1.94K +40 +0.6%
NFG
150
Next Financial Group
Texas
$351K – – –
4 5
6
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