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

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
3
Intelligence Driven Advisers
California
$12.3M
4
AW
4
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
151
Wealth Management Associates
New Jersey
$346K -$727 -15 -0.2%
TCWM
152
Total Clarity Wealth Management
Illinois
$344K +$344K +7,093 New
GIA
153
Gladstone Institutional Advisory
Florida
$338K +$338K +6,973 New
SFP
154
Shepherd Financial Partners
Massachusetts
$333K – – –
FCIM
155
Fairview Capital Investment Management
California
$324K -$48 -1 -0%
BBPWM
156
Blue Bell Private Wealth Management
Pennsylvania
$321K -$3.4K -70 -1%
CWM
157
CCG Wealth Management
California
$319K – – –
SPC
158
Sigma Planning Corp
Michigan
$319K +$27.3K +562 +9%
CONA
159
Capital One National Association
New York
$319K +$319K +6,582 New
SG
160
StoneX Group
New York
$314K -$20.2K -416 -6%
ST
161
Smithfield Trust
Pennsylvania
$312K – – –
CM
162
Capital Management
Virginia
$294K – – –
CAM
163
Covenant Asset Management
New Jersey
$290K +$5.09K +105 +2%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$287K – – –
MA
165
MUFG Americas
New York
$281K – – –
CAG
166
Crestwood Advisors Group
Massachusetts
$279K – – –
DWM
167
Dakota Wealth Management
Florida
$278K – – –
CAL
168
Capital Analysts LLC
Pennsylvania
$267K +$267K +5,510 New
SAG
169
Spotlight Asset Group
Illinois
$265K +$265K +6,352 New
Baird Financial Group
170
Baird Financial Group
Wisconsin
$261K +$36.3K +748 +16%
AIP
171
Ahrens Investment Partners
Louisiana
$259K -$9.68K -200 -4%
LPT
172
Legacy Private Trust
Wisconsin
$257K -$2.91K -60 -1%
IC
173
Intersect Capital
California
$257K – – –
SI
174
Stephens Inc
Arkansas
$248K +$581 +12 +0.2%
AWA
175
Arete Wealth Advisors
Illinois
$243K -$3.01K -62 -1%
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7
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