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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.36%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
55
Increased
108
Reduced
88
Closed
19
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$510K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.14B
2
LPL Financial
LPL Financial
California
$164M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.5M
4
Morgan Stanley
Morgan Stanley
New York
$228M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$410M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$66.4M
3
Wells Fargo
Wells Fargo
California
$48M
4
UBS Group
UBS Group
Switzerland
$67.2M
5
SC
Savant Capital
Illinois
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$865K – – –
SIA
127
SkyView Investment Advisors
New Jersey
$761K +$761K +14,108 New
CCM
128
Colorado Capital Management
Colorado
$760K -$14.6K -272 -2%
BCA
129
Bay Colony Advisors
Massachusetts
$749K +$21.6K +400 +3%
CFO
130
CVA Family Office
Colorado
$730K – – –
KPWS
131
Kestra Private Wealth Services
Texas
$730K +$273K +5,092 +60%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$720K +$49.1K +910 +7%
LA
133
Latitude Advisors
Florida
$686K +$686K +12,703 New
NFG
134
Next Financial Group
Texas
$678K +$16.4K +304 +2%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$663K +$279K +5,177 +73%
MBT
136
Montecito Bank & Trust
California
$658K – – –
GWM
137
Geneos Wealth Management
Colorado
$657K +$373K +6,501 +131%
FHA
138
Flagship Harbor Advisors
Massachusetts
$643K -$59.9K -1,109 -9%
OC
139
Oppenheimer & Co
New York
$633K – – –
AWA
140
Alta Wealth Advisors
Massachusetts
$630K +$630K +11,674 New
HH
141
Hilltop Holdings
Texas
$629K -$28.4K -527 -4%
GHA
142
GW Henssler & Associates
Georgia
$610K -$5.07K -94 -0.8%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$609K +$367K +6,801 +152%
FFA
144
Fragasso Financial Advisors
Pennsylvania
$607K +$607K +11,245 New
PFS
145
Prospera Financial Services
Texas
$584K +$562K +10,399 +2,536%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$580K -$62.9K -1,164 -10%
RA
147
RFG Advisory
Alabama
$573K +$25K +460 +5%
FFWM
148
Future Financial Wealth Management
Ohio
$572K +$572K +10,593 New
RB
149
Renasant Bank
Mississippi
$572K +$572K +10,599 New
SFM
150
Signet Financial Management
New Jersey
$571K +$49K +908 +9%
4 5
6
7 8