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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
Wells Fargo
2
Wells Fargo
California
$48M
3
UBS Group
3
UBS Group
Switzerland
$67.2M
4
SC
4
Savant Capital
Illinois
$45.6M
5
SMG
5
Smart Money Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.14B 21,061,940 +1,626,929 +8%
Bank of America
2
Bank of America
North Carolina
$410M 7,599,972 +153,631 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$410M 7,598,360 +248,270 +3%
Morgan Stanley
4
Morgan Stanley
New York
$228M 4,233,042 +267,130 +7%
LPL Financial
5
LPL Financial
California
$164M 3,047,463 +528,789 +21%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$96.4M 1,785,972 +34,358 +2%
UBS Group
7
UBS Group
Switzerland
$67.2M 1,244,653 -122,262 -9%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
– – – –
CCA
9
Clearwater Capital Advisors
Illinois
$57M 1,056,389 +32,951 +3%
Ameriprise
10
Ameriprise
Minnesota
$51.6M 956,172 +28,888 +3%
Wells Fargo
11
Wells Fargo
California
$48M 889,795 -168,226 -16%
PAG
12
Private Advisor Group
New Jersey
$47.3M 876,292 +218,559 +33%
TLIC
13
Taiyo Life Insurance Company
Japan
$45.9M 850,000 – –
SC
14
Savant Capital
Illinois
$45.6M 844,882 -94,125 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$41.8M 775,214 +26,656 +4%
RJA
16
Raymond James & Associates
Florida
$41.5M 769,336 +40,650 +6%
OCM
17
One Capital Management
California
$40.4M 748,138 -19,766 -3%
RVPG
18
Relative Value Partners Group
$39.5M 732,142 +23,003 +3%
PWMG
19
Prestige Wealth Management Group
New Jersey
$37.4M 692,525 +39,873 +6%
ISG
20
Investment Security Group
Colorado
$36.4M 674,267 +17,948 +3%
BFM
21
Boston Financial Management
Massachusetts
$35.7M 661,823 -9,938 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$34.6M 641,400 +51,739 +9%
BFG
23
Beacon Financial Group
Texas
$32.8M 601,272 -7,800 -1%
KAS
24
Kestra Advisory Services
Texas
$31.2M 583,081 +235,446 +68%
RW
25
RVW Wealth
California
$27M 504,504 +16,946 +3%
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