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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 %
GHA
151
GW Henssler & Associates
Georgia
$619K -$27.9K -487 -4%
RB
152
Renasant Bank
Mississippi
$615K +$9.2K +161 +2%
IFA
153
Interactive Financial Advisors
Illinois
$608K +$101K +1,761 +20%
WBG
154
Wharton Business Group
Pennsylvania
$602K – – –
SFM
155
Signet Financial Management
New Jersey
$601K -$4.92K -86 -0.8%
CWM
156
Cornerstone Wealth Management
Missouri
$601K +$601K +10,503 New
JSL
157
JT Stratford LLC
Georgia
$597K -$744 -13 -0.1%
NRI
158
NFP Retirement Inc
California
$589K +$589K +10,300 New
Bank of New York Mellon
159
Bank of New York Mellon
New York
$585K -$19.7K -345 -3%
GSIS
160
Global Strategic Investment Solutions
Arizona
$585K – – –
IWS
161
Insight Wealth Strategies
California
$572K +$178K +3,118 +45%
ACP
162
Aviance Capital Partners
Florida
$549K +$549K +9,597 New
RFA
163
Reilly Financial Advisors
California
$547K +$547K +9,566 New
NC
164
NewSquare Capital
Pennsylvania
$543K +$90.4K +1,580 +20%
GIA
165
Gladstone Institutional Advisory
Florida
$525K +$525K +9,184 New
SC
166
Scotia Capital
Ontario, Canada
$522K +$64.3K +1,125 +14%
GAM
167
Garrison Asset Management
Arkansas
$510K +$40.8K +713 +9%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$507K -$197K -3,433 -28%
SC
169
Slow Capital
California
$502K -$32.2K -563 -6%
BFA
170
Beaumont Financial Advisors
Massachusetts
$498K -$7.92M -138,582 -94%
Jane Street
171
Jane Street
New York
$495K +$495K +8,654 New
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$494K +$16.8K +294 +4%
BCM
173
BlueCrest Capital Management
Jersey
$484K +$484K +8,465 New
GWSG
174
GPS Wealth Strategies Group
Colorado
$480K -$117K -2,042 -20%
CA
175
Calton & Associates
Florida
$473K -$29.9K -524 -6%
5 6
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