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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
5.53%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
42
Increased
118
Reduced
88
Closed
24
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$231K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$79.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.25B
3
TC
3
TownSquare Capital
Utah
$49.6M
4
AWM
4
AE Wealth Management
Kansas
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$127M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
2
LPL Financial
California
$153M
3
UR
3
USCA RIA
Texas
$271K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$421M
5
Bank of America
5
Bank of America
North Carolina
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$883K -$34K -595 -4%
WWM
127
Western Wealth Management
Colorado
$842K -$101K -1,764 -11%
LA
128
Latitude Advisors
Florida
$841K +$114K +2,001 +16%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$841K +$195K +3,409 +30%
TTWM
130
TCV Trust & Wealth Management
Virginia
$821K -$308K -5,375 -27%
SIA
131
SkyView Investment Advisors
New Jersey
$811K +$3.95K +69 +0.5%
PFS
132
Prospera Financial Services
Texas
$806K +$187K +3,269 +30%
CCM
133
Colorado Capital Management
Colorado
$801K -$6.06K -106 -0.8%
BCA
134
Bay Colony Advisors
Massachusetts
$785K -$9.27K -162 -1%
CFO
135
CVA Family Office
Colorado
$774K – – –
TRCT
136
Tower Research Capital (TRC)
New York
$774K +$719K +12,581 +1,317%
JFS
137
JD Financial Services
Pennsylvania
$747K +$747K +13,063 New
MA
138
MONECO Advisors
Connecticut
$706K +$121K +2,111 +21%
FFWM
139
Future Financial Wealth Management
Ohio
$699K +$93.4K +1,633 +15%
MBT
140
Montecito Bank & Trust
California
$697K – – –
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$691K -$72.1K -1,262 -9%
NFG
142
Next Financial Group
Texas
$684K -$34K -595 -5%
GWM
143
Geneos Wealth Management
Colorado
$681K +$12.3K +211 +2%
AWA
144
Alta Wealth Advisors
Massachusetts
$665K -$2.92K -51 -0.4%
HH
145
Hilltop Holdings
Texas
$649K -$17.9K -312 -3%
RA
146
RFG Advisory
Alabama
$643K +$41.1K +719 +7%
FHA
147
Flagship Harbor Advisors
Massachusetts
$639K -$42.3K -740 -6%
CPIG
148
Chicago Partners Investment Group
Illinois
$636K +$27.6K +469 +5%
FFA
149
Fragasso Financial Advisors
Pennsylvania
$634K -$8.92K -156 -1%
Northern Trust
150
Northern Trust
Illinois
$630K +$322K +5,634 +105%
4 5
6
7 8