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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 %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$963M 19,435,011 +12,942,080 +199%
Bank of America
2
Bank of America
North Carolina
$369M 7,446,341 -4,329 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$364M 7,350,090 +6,790,589 +1,214%
Morgan Stanley
4
Morgan Stanley
New York
$197M 3,965,912 -42,203 -1%
LPL Financial
5
LPL Financial
California
$125M 2,518,674 +219,276 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$86.8M 1,751,614 +90,254 +5%
UBS Group
7
UBS Group
Switzerland
$67.8M 1,366,915 -25,217 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
$65.6M 1,323,175 +49,348 +4%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
– – – –
Wells Fargo
10
Wells Fargo
California
$52.4M 1,058,021 +69,289 +7%
CCA
11
Clearwater Capital Advisors
Illinois
$50.7M 1,023,438 +2,648 +0.3%
SC
12
Savant Capital
Illinois
$46.5M 939,007 -144,881 -13%
Ameriprise
13
Ameriprise
Minnesota
$46M 927,284 +259,339 +39%
TLIC
14
Taiyo Life Insurance Company
Japan
$42.1M 850,000 – –
OCM
15
One Capital Management
California
$38.1M 767,904 +35,358 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$37.1M 748,558 +105,311 +16%
RJA
17
Raymond James & Associates
Florida
$36.1M 728,686 +29,496 +4%
RVPG
18
Relative Value Partners Group
$35.2M 709,139 +10,220 +1%
BFM
19
Boston Financial Management
Massachusetts
$33.3M 671,761 -26,205 -4%
PAG
20
Private Advisor Group
New Jersey
$32.6M 657,733 +93,938 +17%
ISG
21
Investment Security Group
Colorado
$32.4M 656,319 +840 +0.1%
PWMG
22
Prestige Wealth Management Group
New Jersey
$32.4M 652,652 +255,223 +64%
BFG
23
Beacon Financial Group
Texas
$30.2M 609,072 -11,035 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$29.1M 589,661 +32,737 +6%
RW
25
RVW Wealth
California
$24.2M 487,558 -3,931 -0.8%
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