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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
5.53%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
42
Increased
118
Reduced
88
Closed
24
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$231K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$79.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.25B
3
TC
3
TownSquare Capital
Utah
$49.6M
4
AWM
4
AE Wealth Management
Kansas
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$127M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
2
LPL Financial
California
$153M
3
UR
3
USCA RIA
Texas
$271K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$421M
5
Bank of America
5
Bank of America
North Carolina
$421M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.25B 21,934,247 +872,307 +4%
Bank of America
2
Bank of America
North Carolina
$421M 7,357,756 -242,216 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$421M 7,354,821 -243,539 -3%
Morgan Stanley
4
Morgan Stanley
New York
$251M 4,394,722 +161,680 +4%
LPL Financial
5
LPL Financial
California
$153M 2,667,915 -379,548 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$127M 2,216,334 +430,362 +24%
HighTower Advisors
7
HighTower Advisors
Illinois
$79.3M 1,386,153 +1,386,153 New
Ameriprise
8
Ameriprise
Minnesota
$77.7M 1,358,717 +402,545 +42%
UBS Group
9
UBS Group
Switzerland
$69M 1,207,164 -37,489 -3%
CCA
10
Clearwater Capital Advisors
Illinois
$65.9M 1,152,517 +96,128 +9%
PAG
11
Private Advisor Group
New Jersey
$52.5M 918,376 +42,084 +5%
Wells Fargo
12
Wells Fargo
California
$50.5M 883,302 -6,493 -0.7%
TC
13
TownSquare Capital
Utah
$49.6M 866,609 +866,609 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$49.2M 859,817 +84,603 +11%
TLIC
15
Taiyo Life Insurance Company
Japan
$48.6M 850,000 – –
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
– – – –
OCM
17
One Capital Management
California
$45.6M 797,992 +49,854 +7%
PWMG
18
Prestige Wealth Management Group
New Jersey
$43.8M 766,014 +73,489 +11%
RVPG
19
Relative Value Partners Group
$41.9M 733,080 +938 +0.1%
SC
20
Savant Capital
Illinois
$41.1M 719,072 -125,810 -15%
RJA
21
Raymond James & Associates
Florida
$39.9M 697,310 -72,026 -9%
ISG
22
Investment Security Group
Colorado
$38.4M 671,453 -2,814 -0.4%
AWM
23
AE Wealth Management
Kansas
$37.3M 651,415 +645,217 +10,410%
BFM
24
Boston Financial Management
Massachusetts
$36.6M 640,779 -21,044 -3%
PWS
25
Private Wealth Strategies
Ohio
$35.9M 627,791 +385,832 +159%
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