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

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$66.4M
3
Wells Fargo
3
Wells Fargo
California
$48M
4
UBS Group
4
UBS Group
Switzerland
$67.2M
5
SC
5
Savant Capital
Illinois
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
151
Bank of New York Mellon
New York
$571K +$342K +6,339 +149%
WBG
152
Wharton Business Group
Pennsylvania
$568K – – –
CPIG
153
Chicago Partners Investment Group
Illinois
$565K -$85.8K -1,572 -13%
JSL
154
JT Stratford LLC
Georgia
$564K -$18.8K -349 -3%
GWSG
155
GPS Wealth Strategies Group
Colorado
$563K +$60.2K +1,117 +12%
MA
156
MONECO Advisors
Connecticut
$557K +$3K +55 +0.5%
CCM
157
CWH Capital Management
Washington
$556K +$256K +4,737 +85%
GSIS
158
Global Strategic Investment Solutions
Arizona
$552K – – –
NCM
159
Novare Capital Management
North Carolina
$527K -$8.63K -160 -2%
BCM
160
Breiter Capital Management
Florida
$523K +$523K +9,699 New
SC
161
Slow Capital
California
$504K -$354K -6,558 -41%
TSWM
162
Triangle Securities Wealth Management
North Carolina
$485K -$2.7K -50 -0.6%
Goldman Sachs
163
Goldman Sachs
New York
$484K -$3.06M -56,630 -86%
IFA
164
Interactive Financial Advisors
Illinois
$479K -$21.1K -391 -4%
CA
165
Calton & Associates
Florida
$475K +$53.3K +987 +13%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$451K -$110K -2,039 -20%
MA
167
Menlo Advisors
California
$446K – – –
FFA
168
First Foundation Advisors
California
$444K +$66.6K +1,233 +18%
GAM
169
Garrison Asset Management
Arkansas
$443K -$320K -5,923 -42%
DAM
170
Deltec Asset Management
New York
$442K – – –
FHC
171
First Heartland Consultants
Missouri
$436K -$385K -7,135 -47%
CAM
172
Cozad Asset Management
Illinois
$432K – – –
SC
173
Scotia Capital
Ontario, Canada
$432K +$432K +8,006 New
RWA
174
Redhawk Wealth Advisors
Minnesota
$430K -$11.1K -205 -3%
NC
175
NewSquare Capital
Pennsylvania
$427K +$250K +4,635 +141%
5 6
7
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