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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

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
Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
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
$123M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$509M
5
PAG
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.9M
2
JWCA
J.W. Cole Advisors
Florida
$0
3
ASW
Astoria Strategic Wealth
Texas
$363K
4
Wells Fargo
Wells Fargo
California
$41.7M
5
ARC
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
176
Beaumont Financial Advisors
Massachusetts
$526K +$13.1K +223 +3%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$522K +$706 +12 +0.1%
AllianceBernstein
178
AllianceBernstein
Tennessee
$500K +$6.42K +109 +1%
IFA
179
Interactive Financial Advisors
Illinois
$496K -$19.3K -328 -4%
MA
180
Menlo Advisors
California
$487K – – –
GVAG
181
Great Valley Advisor Group
Delaware
$487K +$55.9K +950 +13%
GWSG
182
GPS Wealth Strategies Group
Colorado
$483K -$118 -2 -0%
DAM
183
Deltec Asset Management
New York
$482K – – –
SC
184
Scotia Capital
Ontario, Canada
$476K +$7.42K +126 +2%
MSFS
185
Main Street Financial Solutions
Pennsylvania
$467K +$5.24K +89 +1%
NCM
186
Novare Capital Management
North Carolina
$464K -$59 -1 -0%
RWB
187
RMR Wealth Builders
New Jersey
$463K +$263K +4,468 +131%
5L
188
55I LLC
Massachusetts
$462K +$8.11K +138 +2%
TSWM
189
Triangle Securities Wealth Management
North Carolina
$461K +$2.88K +49 +0.6%
MA
190
Mutual Advisors
Nebraska
$456K -$2.23K -38 -0.5%
CAM
191
Cozad Asset Management
Illinois
$440K -$31.5K -535 -7%
AWA
192
Arete Wealth Advisors
Illinois
$437K +$1.78K +30 +0.4%
HI
193
Harbour Investments
Wisconsin
$435K -$38K -647 -8%
WMA
194
Wealth Management Associates
New Jersey
$418K +$471 +8 +0.1%
RB
195
Renasant Bank
Mississippi
$412K -$227K -3,846 -35%
SCA
196
Snowden Capital Advisors
New York
$397K +$31.5K +535 +9%
OPWM
197
Oxinas Partners Wealth Management
Indiana
$394K -$14.4K -244 -4%
GT
198
Glenview Trust
Kentucky
$392K – – –
GGS
199
Galvin Gaustad & Stein
Arizona
$390K -$41.2K -700 -10%
NWA
200
New World Advisors
Massachusetts
$384K +$384K +6,201 New
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8
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