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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.

Holders
250
Holders Change
+38
Holders Change %
+17.92%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
51
Increased
96
Reduced
58
Closed
11
Calls
$291K
Puts
$33M
Net Calls
-$32.7M
Net Calls Change
-$664K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.7M
4
Wells Fargo
4
Wells Fargo
California
$48.5M
5
Truist Financial
5
Truist Financial
North Carolina
$9.82M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$334M
2
IDA
2
Intelligence Driven Advisers
California
$12.3M
3
AW
3
ACG Wealth
Georgia
$6.27M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$24.5M
5
SWM
5
Sequoia Wealth Management
Illinois
$826K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$381M 7,862,917 +133,196 +2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$334M 6,898,515 -746,820 -10%
Morgan Stanley
3
Morgan Stanley
New York
$145M 2,992,689 +770,910 +35%
Ameriprise
4
Ameriprise
Minnesota
$81.5M 1,681,049 +837,315 +99%
UBS Group
5
UBS Group
Switzerland
$72.6M 1,498,372 +57,969 +4%
LPL Financial
6
LPL Financial
California
$61.1M 1,261,413 +181,888 +17%
Wells Fargo
7
Wells Fargo
California
$48.5M 1,001,506 +238,539 +31%
HFA
8
Huber Financial Advisors
Illinois
$46.6M 960,623 +55,834 +6%
BFG
9
Beacon Financial Group
Texas
$41.7M 861,058 -12,298 -1%
TLIC
10
Taiyo Life Insurance Company
Japan
$41.2M 850,000 – –
HighTower Advisors
11
HighTower Advisors
Illinois
$40.3M 832,420 -601 -0.1%
CCA
12
Clearwater Capital Advisors
Illinois
$40.1M 827,007 +99,294 +14%
BFM
13
Boston Financial Management
Massachusetts
$39.5M 814,352 -14,754 -2%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
– – – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$36.1M 744,674 +111,532 +18%
RVPG
16
Relative Value Partners Group
$34.2M 705,955 +8,874 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$33.7M 695,073 +474,848 +216%
OCM
18
One Capital Management
California
$32.4M 669,424 +162,890 +32%
RJA
19
Raymond James & Associates
Florida
$27.1M 559,215 +9,637 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$24.5M 506,465 -25,177 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24M 495,280 +47,162 +11%
RW
22
RVW Wealth
California
$20.6M 425,009 +452 +0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$20.1M 414,196 +52,934 +15%
PAG
24
Private Advisor Group
New Jersey
$18M 371,601 +70,333 +23%
CFA
25
Carroll Financial Associates
North Carolina
$17.2M 354,058 -546 -0.2%
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