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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

268 hedge funds and large institutions have $3.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
5.42%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
32
Increased
93
Reduced
90
Closed
20
Calls
$952K
Puts
–
Net Calls
+$952K
Net Calls Change
+$69K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$963M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$364M
3
KAS
3
Kestra Advisory Services
Texas
$17.2M
4
UR
4
USCA RIA
Texas
$15.3M
5
Ameriprise
5
Ameriprise
Minnesota
$46M

Top Sellers

1
SC
1
Savant Capital
Illinois
$46.5M
2
IDA
2
Intelligence Driven Advisers
California
$651K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.21M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$2.45M
5
CA
5
Cetera Advisors
Colorado
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
201
PFG Advisors
Arizona
$219K 4,347 -472 -10%
SFSIG
202
San Francisco Sentry Investment Group
California
$219K 4,416 +107 +2%
PA
203
Pinnacle Associates
New York
$218K 4,402 +4,402 New
MAFM
204
Mid Atlantic Financial Management
Pennsylvania
$215K 4,175 +4,175 New
Bank of New York Mellon
205
Bank of New York Mellon
New York
$210K 4,241 +4,241 New
NA
206
NewEdge Advisors
Louisiana
$208K 4,204 +4,204 New
CSPIA
207
Cary Street Partners Investment Advisory
Virginia
$206K 4,158 +4,158 New
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$182K 3,670 – –
CAL
209
Capital Analysts LLC
Pennsylvania
$180K 3,640 +1,310 +56%
CAL
210
Capital Advisors Ltd
Ohio
$174K 3,506 +165 +5%
NC
211
NewSquare Capital
Pennsylvania
$163K 3,280 +1,245 +61%
GSWM
212
Golden State Wealth Management
California
$140K 2,825 -3,127 -53%
LWCFA
213
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124K 2,500 – –
GRP
214
Global Retirement Partners
California
$121K 2,451 +634 +35%
FFA
215
Founders Financial Alliance
North Carolina
$120K 2,389 +2,389 New
ST
216
Smithfield Trust
Pennsylvania
$119K 2,400 – –
HBT
217
Hills Bank & Trust
Iowa
$112K 2,250 – –
CFD
218
Creative Financial Designs
Indiana
$105K 2,115 +207 +11%
ACA
219
Aptus Capital Advisors
Alabama
$101K 2,043 -950 -32%
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K 1,818 – –
Fidelity Investments
221
Fidelity Investments
Massachusetts
$85K 1,707 -386 -18%
WPA
222
West Paces Advisors
Georgia
$74.4K 1,500 -1,050 -41%
EIP
223
Ellis Investment Partners
Pennsylvania
$71K 1,448 -295 -17%
CB
224
CNB Bank
Pennsylvania
$69K 1,394 – –
LWM
225
Liberty Wealth Management
California
$60K 1,206 +5 +0.4%
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9
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