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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

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

104% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $4.7B → $4.94B (+$245M)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.83% more ownership

Funds ownership: 78.65% → 79.48% (+0.83%)

1% less funds holding

Funds holding: 325 → 322 (-3)

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.64%
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
+$86.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$61M
3
PI
PFS Investments
Georgia
+$50.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.6M
5
PAG
Private Advisor Group
New Jersey
+$10M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$7.23M
2
ASW
Astoria Strategic Wealth
Texas
-$6.01M
3
Wells Fargo
Wells Fargo
California
-$5.68M
4
LWP
Legacy Wealth Planning
Nevada
-$5.49M
5
ARC
Advisor Resource Council
Texas
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
176
Beaumont Financial Advisors
Massachusetts
$526K +$13.7K +223 +3%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$522K +$735 +12 +0.1%
AllianceBernstein
178
AllianceBernstein
Tennessee
$500K +$6.67K +109 +1%
IFA
179
Interactive Financial Advisors
Illinois
$496K -$20.1K -328 -4%
MA
180
Menlo Advisors
California
$487K – – –
GVAG
181
Great Valley Advisor Group
Delaware
$487K +$58.2K +950 +13%
GWSG
182
GPS Wealth Strategies Group
Colorado
$483K -$122 -2 -0%
DAM
183
Deltec Asset Management
New York
$482K – – –
SC
184
Scotia Capital
Ontario, Canada
$476K +$7.71K +126 +2%
MSFS
185
Main Street Financial Solutions
Pennsylvania
$467K +$5.45K +89 +1%
NCM
186
Novare Capital Management
North Carolina
$464K -$61 -1 -0%
RWB
187
RMR Wealth Builders
New Jersey
$463K +$274K +4,468 +131%
5L
188
55I LLC
Massachusetts
$462K +$8.45K +138 +2%
TSWM
189
Triangle Securities Wealth Management
North Carolina
$461K +$3K +49 +0.6%
MA
190
Mutual Advisors
Nebraska
$456K -$2.33K -38 -0.5%
CAM
191
Cozad Asset Management
Illinois
$440K -$32.8K -535 -7%
AWA
192
Arete Wealth Advisors
Illinois
$437K +$1.84K +30 +0.4%
HI
193
Harbour Investments
Wisconsin
$435K -$39.6K -647 -8%
WMA
194
Wealth Management Associates
New Jersey
$418K +$490 +8 +0.1%
RB
195
Renasant Bank
Mississippi
$412K -$235K -3,846 -35%
SCA
196
Snowden Capital Advisors
New York
$397K +$32.8K +535 +9%
OPWM
197
Oxinas Partners Wealth Management
Indiana
$394K -$14.9K -244 -4%
GT
198
Glenview Trust
Kentucky
$392K – – –
GGS
199
Galvin Gaustad & Stein
Arizona
$390K -$42.9K -700 -10%
NWA
200
New World Advisors
Massachusetts
$384K +$380K +6,201 New
6 7
8
9 10

DGRW Hedge Fund Activity: Q3 2021 in Review

322 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2021, worth a combined $4.94B — up 5.2% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGRW positions and 28 closed out — a net gain of 3 holders — while 147 added to existing stakes and 72 trimmed.

The largest buyer was Horizon Investments, adding an estimated $86.3M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $7.23M sold.

  • 322 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2021, down from 325 in Q2 2021.
  • Funds reported $4.94B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2021 was Horizon Investments, an estimated $86.3M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2021 was J.W. Cole Advisors, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2021.