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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
-$1.78M

Top Buyers

1
HI
Horizon Investments
North Carolina
$123M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$509M
5
PAG
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.9M
2
JWCA
J.W. Cole Advisors
Florida
$0
3
ASW
Astoria Strategic Wealth
Texas
$363K
4
Wells Fargo
Wells Fargo
California
$41.7M
5
ARC
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
151
Future Financial Wealth Management
Ohio
$774K – – –
MA
152
MONECO Advisors
Connecticut
$751K +$2.35K +40 +0.3%
CPIG
153
Chicago Partners Investment Group
Illinois
$735K +$96.3K +1,520 +15%
LNC
154
Lincoln National Corp
Pennsylvania
$718K +$718K +12,200 New
RA
155
RFG Advisory
Alabama
$705K +$32.3K +548 +5%
IWS
156
Insight Wealth Strategies
California
$700K +$54.5K +926 +8%
AWA
157
Alta Wealth Advisors
Massachusetts
$698K +$4.12K +70 +0.6%
CWM
158
Cornerstone Wealth Management
Missouri
$693K +$62.5K +1,062 +10%
FFA
159
Fragasso Financial Advisors
Pennsylvania
$686K +$1.83K +31 +0.3%
NC
160
NewSquare Capital
Pennsylvania
$680K +$56.5K +960 +9%
CWA
161
Clearview Wealth Advisors
Oregon
$675K +$122K +2,081 +22%
CFO
162
CVA Family Office
Colorado
$671K – – –
HH
163
Hilltop Holdings
Texas
$652K -$24.6K -419 -4%
GHA
164
GW Henssler & Associates
Georgia
$645K -$2.94K -50 -0.5%
SPIA
165
Steward Partners Investment Advisory
New York
$641K -$55.7K -948 -8%
SFM
166
Signet Financial Management
New Jersey
$621K -$7.13K -121 -1%
WBG
167
Wharton Business Group
Pennsylvania
$620K +$620K +10,535 New
DFA
168
DHJJ Financial Advisors
Illinois
$601K +$52.2K +886 +10%
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$599K +$103K +1,745 +21%
GAM
170
Garrison Asset Management
Arkansas
$575K -$10.9K -185 -2%
JSL
171
JT Stratford LLC
Georgia
$555K -$50.1K -852 -8%
Northern Trust
172
Northern Trust
Illinois
$547K -$92.3K -1,567 -14%
GEA
173
Glen Eagle Advisors
New Jersey
$546K +$35.2K +598 +7%
SC
174
Slow Capital
California
$542K +$3.59K +61 +0.7%
ATPW
175
Ashton Thomas Private Wealth
Arizona
$530K +$142K +2,417 +37%
5 6
7
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