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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

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

104% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $4.7B → $4.94B (+$245M)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.83% more ownership

Funds ownership: 78.65% → 79.48% (+0.83%)

1% less funds holding

Funds holding: 325 → 322 (-3)

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.64%
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
+$86.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$61M
3
PI
PFS Investments
Georgia
+$50.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.6M
5
PAG
Private Advisor Group
New Jersey
+$10M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$7.23M
2
ASW
Astoria Strategic Wealth
Texas
-$6.01M
3
Wells Fargo
Wells Fargo
California
-$5.68M
4
LWP
Legacy Wealth Planning
Nevada
-$5.49M
5
ARC
Advisor Resource Council
Texas
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$366K +$220K +3,600 +144%
ASW
202
Astoria Strategic Wealth
Texas
$363K -$6.01M -98,227 -94%
USCWA
203
U.S. Capital Wealth Advisors
Texas
$359K +$373K +6,097 New
AWCI
204
Alpine Woods Capital Investors
New York
$353K – – –
TFCP
205
Twin Focus Capital Partners
Massachusetts
$349K – – –
CAM
206
Covenant Asset Management
New Jersey
$340K -$8.69K -142 -2%
SAM
207
Silvercrest Asset Management
New York
$335K – – –
MA
208
MUFG Americas
New York
$334K +$50.8K +830 +17%
FCIM
209
Fairview Capital Investment Management
California
$328K – – –
MW
210
Marcum Wealth
Ohio
$326K +$114K +1,861 +51%
CIBC World Market
211
CIBC World Market
Ontario, Canada
$324K +$1.84K +30 +0.5%
MAG
212
Mayfair Advisory Group
Alabama
$324K +$12.5K +205 +4%
BRWA
213
B. Riley Wealth Advisors
Florida
$320K +$6.92K +113 +2%
MIH
214
Meitav Investment House
Israel
$317K +$16.6K +271 +5%
JIC
215
Johnson Investment Counsel
Ohio
$316K – – –
TP
216
Tranquility Partners
Tennessee
$314K +$84.5K +1,380 +35%
WDL
217
Well Done LLC
Michigan
$313K – – –
FPCP
218
Fort Point Capital Partners
California
$313K +$326K +5,320 New
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$312K +$65.4K +1,069 +25%
LPT
220
Legacy Private Trust
Wisconsin
$302K – – –
GSIS
221
Global Strategic Investment Solutions
Arizona
$296K -$281K -4,593 -48%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$295K -$517K -8,450 -63%
ICG
223
InterOcean Capital Group
Tennessee
$292K – – –
RIL
224
Rothschild Investment LLC
Illinois
$289K +$301K +4,918 New
TFS
225
Thoroughbred Financial Services
Tennessee
$287K -$53.9K -880 -15%
7 8
9
10 11

DGRW Hedge Fund Activity: Q3 2021 in Review

322 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2021, worth a combined $4.94B — up 5.2% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGRW positions and 28 closed out — a net gain of 3 holders — while 147 added to existing stakes and 72 trimmed.

The largest buyer was Horizon Investments, adding an estimated $86.3M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $7.23M sold.

  • 322 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2021, down from 325 in Q2 2021.
  • Funds reported $4.94B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2021 was Horizon Investments, an estimated $86.3M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2021 was J.W. Cole Advisors, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2021.