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

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
Intelligence Driven Advisers
California
$12.3M
4
AW
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$242K +$1.31K +27 +0.5%
IC
177
InterOcean Capital
Illinois
$240K – – –
PA
178
PFG Advisors
Arizona
$240K – – –
KA
179
Kovack Advisors
Florida
$234K -$707K -14,596 -75%
BFA
180
Beaumont Financial Advisors
Massachusetts
$225K – – –
CIBC World Market
181
CIBC World Market
Ontario, Canada
$225K +$225K +4,632 New
Citadel Advisors
182
Citadel Advisors
Florida
$224K +$224K +4,631 New
GT
183
Greenleaf Trust
Michigan
$223K – – –
PPP
184
Private Portfolio Partners
New Jersey
$218K – – –
LW
185
Linscomb Wealth
Texas
$217K +$217K +4,480 New
SFSIG
186
San Francisco Sentry Investment Group
California
$216K +$16.3K +337 +8%
SMFS
187
Squar Milner Financial Services
California
$215K +$215K +4,439 New
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$213K +$213K +4,385 New
CA
189
Calton & Associates
Florida
$212K +$212K +4,375 New
WANY
190
Wealthspire Advisors (New York)
New York
$210K +$210K +4,325 New
MAG
191
Mayfair Advisory Group
Alabama
$210K +$210K +4,325 New
SC
192
Scotia Capital
Ontario, Canada
$209K +$209K +4,311 New
RWA
193
Redhawk Wealth Advisors
Minnesota
$207K +$207K +4,275 New
LWP
194
Legacy Wealth Planning
Nevada
$205K +$205K +4,221 New
MAFM
195
Mid Atlantic Financial Management
Pennsylvania
$202K +$202K +4,175 New
TI
196
Trexquant Investment
Connecticut
$201K +$201K +4,151 New
Fidelity Investments
197
Fidelity Investments
Massachusetts
$191K +$79.2K +1,633 +71%
CLOS
198
Compagnie Lombard Odier SCmA
Switzerland
$178K – – –
CAL
199
Capital Advisors Ltd
Ohio
$162K -$10.2K -210 -6%
HNB
200
Huntington National Bank
Ohio
$157K -$68K – –
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