DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

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
Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
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
$123M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$509M
5
PAG
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.9M
2
JWCA
J.W. Cole Advisors
Florida
$0
3
ASW
Astoria Strategic Wealth
Texas
$363K
4
Wells Fargo
Wells Fargo
California
$41.7M
5
ARC
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$366K +$216K +3,600 +144%
ASW
202
Astoria Strategic Wealth
Texas
$363K -$5.79M -98,227 -94%
USCWA
203
U.S. Capital Wealth Advisors
Texas
$359K +$359K +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 -$8.35K -142 -2%
SAM
207
Silvercrest Asset Management
New York
$335K – – –
MA
208
MUFG Americas
New York
$334K +$48.9K +830 +17%
FCIM
209
Fairview Capital Investment Management
California
$328K – – –
MW
210
Marcum Wealth
Ohio
$326K +$110K +1,861 +51%
CIBC World Market
211
CIBC World Market
Ontario, Canada
$324K +$1.76K +30 +0.5%
MAG
212
Mayfair Advisory Group
Alabama
$324K +$12.1K +205 +4%
BRWA
213
B. Riley Wealth Advisors
Florida
$320K +$6.66K +113 +2%
MIH
214
Meitav Investment House
Israel
$317K +$15.9K +271 +5%
JIC
215
Johnson Investment Counsel
Ohio
$316K – – –
TP
216
Tranquility Partners
Tennessee
$314K +$81.2K +1,380 +35%
WDL
217
Well Done LLC
Michigan
$313K – – –
FPCP
218
Fort Point Capital Partners
California
$313K +$313K +5,320 New
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$312K +$62.8K +1,069 +25%
LPT
220
Legacy Private Trust
Wisconsin
$302K – – –
GSIS
221
Global Strategic Investment Solutions
Arizona
$296K -$270K -4,593 -48%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$295K -$497K -8,450 -63%
ICG
223
InterOcean Capital Group
Tennessee
$292K – – –
RIL
224
Rothschild Investment LLC
Illinois
$289K +$289K +4,918 New
TFS
225
Thoroughbred Financial Services
Tennessee
$287K -$51.7K -880 -15%
7 8
9
10 11