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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 %
AWA
176
Arete Wealth Advisors
Illinois
$417K +$151K +2,850 +57%
AFA
177
Atlanta Financial Associates
Georgia
$416K +$1.51K +28 +0.4%
GGS
178
Galvin Gaustad & Stein
Arizona
$415K +$415K +7,700 New
WMA
179
Wealth Management Associates
New Jersey
$382K -$6.48K -120 -2%
IWS
180
Insight Wealth Strategies
California
$372K +$113K +2,090 +44%
JIC
181
Johnson Investment Counsel
Ohio
$367K +$54.3K +1,004 +17%
OWA
182
Outlook Wealth Advisors
Texas
$361K -$20.1K -372 -5%
TFCP
183
Twin Focus Capital Partners
Massachusetts
$356K -$42.1K -780 -11%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$348K +$348K +6,449 New
GT
185
Glenview Trust
Kentucky
$339K – – –
GEA
186
Glen Eagle Advisors
New Jersey
$336K +$39.3K +728 +13%
AWM
187
AE Wealth Management
Kansas
$334K -$576K -10,693 -63%
MA
188
Mutual Advisors
Nebraska
$329K -$6.69K -124 -2%
AWCI
189
Alpine Woods Capital Investors
New York
$324K -$810K -15,000 -71%
OIA
190
OneDigital Investment Advisors
Kansas
$321K -$34.5K -639 -10%
IWC
191
Integrated Wealth Concepts
Massachusetts
$321K +$13.8K +256 +4%
MAG
192
Mayfair Advisory Group
Alabama
$317K +$17.5K +325 +6%
MA
193
MUFG Americas
New York
$313K – – –
CAM
194
Covenant Asset Management
New Jersey
$311K -$39.6K -735 -11%
TFS
195
Thoroughbred Financial Services
Tennessee
$310K +$7.75K +144 +3%
HIP
196
HUB Investment Partners
Texas
$308K +$308K +6,218 New
SAM
197
Silvercrest Asset Management
New York
$307K – – –
BRWA
198
B. Riley Wealth Advisors
Florida
$307K +$307K +5,678 New
SS
199
Simplicity Solutions
Minnesota
$302K -$532K -9,854 -64%
FCIM
200
Fairview Capital Investment Management
California
$301K -$28.3K -525 -9%
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