DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.36%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
55
Increased
108
Reduced
88
Closed
19
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$510K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.14B
2
LPL Financial
2
LPL Financial
California
$164M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$22.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$410M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$66.4M
3
Wells Fargo
3
Wells Fargo
California
$48M
4
UBS Group
4
UBS Group
Switzerland
$67.2M
5
SC
5
Savant Capital
Illinois
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
5L
201
55I LLC
Massachusetts
$301K 5,582 -291 -5%
GVAG
202
Great Valley Advisor Group
Delaware
$298K 5,524 – –
SBH
203
Segall Bryant & Hamill
Illinois
$294K 5,447 +5,447 New
TWM
204
Tradition Wealth Management
Minnesota
$292K 5,403 +5,403 New
Northern Trust
205
Northern Trust
Illinois
$290K 5,382 +5,382 New
WDL
206
Well Done LLC
Michigan
$287K 5,319 – –
CAL
207
Capital Analysts LLC
Pennsylvania
$284K 5,270 +1,630 +45%
LPT
208
Legacy Private Trust
Wisconsin
$281K 5,205 -50 -1%
SPC
209
Sigma Planning Corp
Michigan
$278K 5,154 -262 -5%
CIBC World Market
210
CIBC World Market
Ontario, Canada
$271K 5,026 – –
ICG
211
InterOcean Capital Group
Tennessee
$267K 4,957 +4,957 New
DFA
212
DHJJ Financial Advisors
Illinois
$261K 4,844 +4,844 New
CM
213
Capital Management
Virginia
$259K 4,800 – –
HA
214
HYA Advisors
Missouri
$257K 4,767 – –
FHA
215
First Horizon Advisors
Tennessee
$253K 4,682 -575 -11%
PPP
216
Private Portfolio Partners
New Jersey
$253K 4,680 -16 -0.3%
ZAM
217
Zevin Asset Management
Massachusetts
$248K 4,600 -1,000 -18%
SFSIG
218
San Francisco Sentry Investment Group
California
$239K 4,426 +10 +0.2%
PA
219
Pinnacle Associates
New York
$238K 4,402 – –
PA
220
PFG Advisors
Arizona
$233K 4,310 -37 -0.9%
BHB
221
Bank Hapoalim BM
Israel
$231K 4,280 -300 -7%
COF
222
Capital One Financial
Virginia
$230K 4,264 -1,111 -21%
SWAG
223
Spectrum Wealth Advisory Group
California
$229K 4,250 +4,250 New
MAFM
224
Mid Atlantic Financial Management
Pennsylvania
$225K 4,175 – –
NA
225
NewEdge Advisors
Louisiana
$224K 4,147 -57 -1%
7 8
9
10 11