DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
Net Calls
+$280K
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$59K
EWM
202
EPG Wealth Management
Georgia
$57K +$46.4K +1,186 +439%
CB
203
CNB Bank
Pennsylvania
$54K
TFS
204
TrustCore Financial Services
Tennessee
$53K
VCS
205
Vaughan & Co Securities
New Jersey
$48.2K
HNB
206
Huntington National Bank
Ohio
$44K -$157K
SFS
207
Sowell Financial Services
Arkansas
$43K +$788 +20 +2%
PWMG
208
Prestige Wealth Management Group
New Jersey
$42K +$36.2K +931 +621%
LWM
209
Liberty Wealth Management
California
$34K +$15.5K +394 +84%
GWM
210
Geneos Wealth Management
Colorado
$34K +$34K +900 New
SAM
211
S.A. Mason
Michigan
$33K
RWA
212
Ropes Wealth Advisors
Massachusetts
$31K
BAM
213
Barrett Asset Management
New York
$31K
GSWM
214
Golden State Wealth Management
California
$30K +$30K +769 New
First Manhattan
215
First Manhattan
New York
$27K
HIA
216
Harbor Investment Advisory
Maryland
$25K +$21.6K +552 +642%
SFG
217
Sowa Financial Group
Rhode Island
$23K +$23K +586 New
CIAS
218
Capital Investment Advisory Services
North Carolina
$22K
AF
219
Allworth Financial
California
$21K
AWA
220
Arkadios Wealth Advisors
Georgia
$19.8K -$16K -412 -45%
PCA
221
Providence Capital Advisors
North Carolina
$19K
QAM
222
QCI Asset Management
New York
$18K
AIM
223
Arcadia Investment Management
Michigan
$18K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$18K
APA
225
American Portfolios Advisors
New York
$16.5K +$8.4K +216 +104%