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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 %
PA
176
PFG Advisors
Arizona
$206K -$1.6K -38 -0.8%
LPT
177
Legacy Private Trust
Wisconsin
$204K -$1.94K -50 -0.9%
SFSIG
178
San Francisco Sentry Investment Group
California
$174K +$272 +7 +0.2%
SMFS
179
Squar Milner Financial Services
California
$172K – – –
ST
180
Smithfield Trust
Pennsylvania
$157K -$93.5K -2,403 -37%
OIA
181
Optimum Investment Advisors
Illinois
$144K -$1.27M -32,567 -90%
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$143K – – –
CAL
183
Capital Advisors Ltd
Ohio
$130K – – –
CTC
184
Central Trust Company
Missouri
$123K +$123K +3,160 New
ACA
185
Aptus Capital Advisors
Alabama
$116K – – –
TFO
186
Tarbox Family Office
California
$108K – – –
KPW
187
Kore Private Wealth
New York
$104K +$3.23K +83 +3%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$103K -$49.5K -1,278 -32%
WPA
189
West Paces Advisors
Georgia
$99.2K +$99.2K +2,550 New
LWCFA
190
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97K -$19.4K -500 -17%
GEA
191
Glen Eagle Advisors
New Jersey
$88.9K +$817 +21 +0.9%
CFD
192
Creative Financial Designs
Indiana
$83K +$11.6K +296 +16%
OPS
193
Orion Portfolio Solutions
Nebraska
$79K – – –
RDWM
194
Red Door Wealth Management
Tennessee
$72K +$72K +1,863 New
GRP
195
Global Retirement Partners
California
$71K – – –
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K – – –
CBT
197
Capital Bank & Trust
California
$70K +$70K +1,790 New
FCA
198
FinTrust Capital Advisors
South Carolina
$67K +$506 +13 +0.8%
S
199
SignatureFD
Georgia
$66K -$1.71K -44 -3%
EIP
200
Ellis Investment Partners
Pennsylvania
$64K +$295 +8 +0.5%
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