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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$33M

Top Buyers

1
SC
Savant Capital
Illinois
$42.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$55.3M
3
LPL Financial
LPL Financial
California
$71.8M
4
BFG
Bouchey Financial Group
New York
$10.6M
5
LWP
Legacy Wealth Planning
Nevada
$9.64M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$16.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.6M
3
Bank of America
Bank of America
North Carolina
$270M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$245M
5
RW
RVW Wealth
California
$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
151
Wealth Management Associates
New Jersey
$286K +$8.13K +209 +3%
GT
152
Glenview Trust
Kentucky
$279K -$15.9K -409 -5%
CWS
153
Cypress Wealth Services
California
$277K -$7.68K -197 -3%
SFP
154
Shepherd Financial Partners
Massachusetts
$267K – – –
CAL
155
Capital Analysts LLC
Pennsylvania
$264K +$49.3K +1,265 +23%
FCIM
156
Fairview Capital Investment Management
California
$260K – – –
CIBC World Market
157
CIBC World Market
Ontario, Canada
$256K +$75.7K +1,944 +42%
COF
158
Capital One Financial
Virginia
$256K +$256K +6,582 New
Baird Financial Group
159
Baird Financial Group
Wisconsin
$254K +$44.9K +1,156 +21%
CAM
160
Covenant Asset Management
New Jersey
$253K +$20K +515 +9%
BBPWM
161
Blue Bell Private Wealth Management
Pennsylvania
$247K -$9.9K -255 -4%
BSW
162
Buckingham Strategic Wealth
Missouri
$246K +$246K +6,332 New
MCP
163
Mirador Capital Partners
California
$242K -$92.3K -2,194 -28%
SFM
164
Signet Financial Management
New Jersey
$239K +$239K +5,630 New
CM
165
Capital Management
Virginia
$236K – – –
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$230K – – –
SPC
167
Sigma Planning Corp
Michigan
$229K -$26.3K -678 -10%
MA
168
MUFG Americas
New York
$226K – – –
TFS
169
Thoroughbred Financial Services
Tennessee
$219K +$219K +5,618 New
ZAM
170
Zevin Asset Management
Massachusetts
$218K +$218K +5,600 New
RWA
171
Redhawk Wealth Advisors
Minnesota
$217K +$50.9K +1,310 +31%
BHB
172
Bank Hapoalim BM
Israel
$209K -$162K -4,155 -44%
SC
173
Scotia Capital
Ontario, Canada
$208K +$40.6K +1,046 +24%
WDL
174
Well Done LLC
Michigan
$207K +$207K +5,319 New
SS
175
Sunbelt Securities
Texas
$207K +$207K +5,326 New
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