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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 %
MA
176
Menlo Advisors
California
$473K – – –
NCM
177
Novare Capital Management
North Carolina
$472K -$86.6K -1,515 -16%
DAM
178
Deltec Asset Management
New York
$469K – – –
TSWM
179
Triangle Securities Wealth Management
North Carolina
$463K -$50.7K -887 -10%
RWA
180
Redhawk Wealth Advisors
Minnesota
$460K +$3.6K +63 +0.8%
CAM
181
Cozad Asset Management
Illinois
$458K – – –
HI
182
Harbour Investments
Wisconsin
$456K +$456K +7,974 New
GEA
183
Glen Eagle Advisors
New Jersey
$450K +$85K +1,449 +23%
FFA
184
First Foundation Advisors
California
$430K -$40.5K -708 -9%
GGS
185
Galvin Gaustad & Stein
Arizona
$429K -$11.4K -200 -3%
MA
186
Mutual Advisors
Nebraska
$423K +$74.4K +1,302 +21%
AWA
187
Arete Wealth Advisors
Illinois
$422K -$28.7K -500 -6%
AFA
188
Atlanta Financial Associates
Georgia
$416K – – –
RWB
189
RMR Wealth Builders
New Jersey
$414K +$414K +7,247 New
MSFS
190
Main Street Financial Solutions
Pennsylvania
$410K +$41.1K +719 +11%
OPWM
191
Oxinas Partners Wealth Management
Indiana
$408K -$3.73M -65,206 -90%
WMA
192
Wealth Management Associates
New Jersey
$406K +$458 +8 +0.1%
DFA
193
DHJJ Financial Advisors
Illinois
$401K +$124K +2,172 +45%
22CM
194
20/20 Capital Management
California
$395K -$1.99M -34,855 -83%
TFCP
195
Twin Focus Capital Partners
Massachusetts
$377K – – –
GT
196
Glenview Trust
Kentucky
$366K +$7.15K +125 +2%
5L
197
55I LLC
Massachusetts
$360K +$40.4K +705 +13%
OWA
198
Outlook Wealth Advisors
Texas
$356K -$26.5K -464 -7%
NWA
199
New World Advisors
Massachusetts
$354K +$354K +6,186 New
GVAG
200
Great Valley Advisor Group
Delaware
$347K +$31.4K +550 +10%
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8
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