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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+38
Holders Change %
+17.92%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
51
Increased
96
Reduced
58
Closed
11
Calls
$291K
Puts
$33M
Net Calls
-$32.7M
Net Calls Change
-$664K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$81.5M
2
Morgan Stanley
Morgan Stanley
New York
$145M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.7M
4
Wells Fargo
Wells Fargo
California
$48.5M
5
Truist Financial
Truist Financial
North Carolina
$9.82M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
Intelligence Driven Advisers
California
$12.3M
4
AW
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$145K – – –
ACA
202
Aptus Capital Advisors
Alabama
$145K – – –
TFO
203
Tarbox Family Office
California
$134K – – –
CL
204
Cabana LLC
Arkansas
$128K +$128K +2,650 New
KPW
205
Kore Private Wealth
New York
$126K +$126K +2,593 New
GEA
206
Glen Eagle Advisors
New Jersey
$110K +$4.22K +87 +4%
IFWM
207
Institute for Wealth Management
Colorado
$109K +$109K +2,252 New
OPS
208
Orion Portfolio Solutions
Nebraska
$99K +$99K +2,035 New
CFD
209
Creative Financial Designs
Indiana
$89K +$22.6K +465 +34%
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K – – –
GRP
211
Global Retirement Partners
California
$88K +$26.9K +555 +44%
EIP
212
Ellis Investment Partners
Pennsylvania
$84K +$390 +8 +0.5%
S
213
SignatureFD
Georgia
$84K +$1.4K +29 +2%
FCA
214
FinTrust Capital Advisors
South Carolina
$83K – – –
US Bancorp
215
US Bancorp
Minnesota
$72K -$12.2K -255 -15%
CB
216
CNB Bank
Pennsylvania
$68K – – –
TFS
217
TrustCore Financial Services
Tennessee
$66K -$3.4K -70 -5%
VCS
218
Vaughan & Co Securities
New Jersey
$60K +$60K +1,238 New
SFS
219
Sowell Financial Services
Arkansas
$52K -$1.26K -26 -2%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$28.4K +586 +132%
AWA
221
Arkadios Wealth Advisors
Georgia
$45.6K +$45.6K +921 New
ADL
222
Asset Dedication LLC
California
$44K – – –
SAM
223
S.A. Mason
Michigan
$42K +$42K +860 New
RWA
224
Ropes Wealth Advisors
Massachusetts
$39K – – –
BAM
225
Barrett Asset Management
New York
$39K – – –
7 8
9
10 11