We are live on ! Find out more
DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

325 hedge funds and large institutions have $4.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

939% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $274K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

34% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 92

8% more capital invested

Capital invested by funds: $4.35B → $4.7B (+$349M)

4% more funds holding

Funds holding: 314 → 325 (+11)

1.01% more ownership

Funds ownership: 77.64% → 78.65% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
5.66%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
31
Increased
123
Reduced
92
Closed
17
Calls
$2.85M
Puts
$274K
Net Calls
+$2.57M
Net Calls Change
+$879K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$45.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$43.5M
3
HI
Horizon Investments
North Carolina
+$39.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.5M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$36.7M
2
BFG
Beacon Financial Group
Texas
-$5.5M
3
SPA
Sentinel Pension Advisors
Massachusetts
-$5.29M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.26M
5
AW
ACG Wealth
Georgia
-$4.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.35B +$43.5M +735,948 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$475M +$35.9M +608,441 +8%
Bank of America
3
Bank of America
North Carolina
$441M +$1.56M +26,349 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$263M +$430K +7,274 +0.2%
LPL Financial
5
LPL Financial
California
$155M -$4.1M -69,474 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$140M +$7.37M +124,791 +6%
Ameriprise
7
Ameriprise
Minnesota
$127M +$45.2M +765,752 +56%
HighTower Advisors
8
HighTower Advisors
Illinois
$77.4M -$5.26M -89,096 -6%
UBS Group
9
UBS Group
Switzerland
$71.2M -$837K -14,170 -1%
CCA
10
Clearwater Capital Advisors
Illinois
$70.6M +$1.81M +30,723 +3%
TC
11
TownSquare Capital
Utah
$54.2M +$2.16M +36,605 +4%
PAG
12
Private Advisor Group
New Jersey
$51.6M -$3.12M -52,891 -6%
TLIC
13
Taiyo Life Insurance Company
Japan
$50.7M – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$50.4M -$906K -15,336 -2%
OCM
15
One Capital Management
California
$50.1M +$2.5M +42,278 +5%
Wells Fargo
16
Wells Fargo
California
$47.8M -$4.85M -82,050 -9%
PWMG
17
Prestige Wealth Management Group
New Jersey
$45.9M +$173K +2,926 +0.4%
RVPG
18
Relative Value Partners Group
$43.7M -$34.6K -585 -0.1%
RJA
19
Raymond James & Associates
Florida
$42.4M +$789K +13,362 +2%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$41.6M – – –
ISG
21
Investment Security Group
Colorado
$40.6M +$527K +8,928 +1%
HI
22
Horizon Investments
North Carolina
$40.3M +$39.9M +675,809 New
PWS
23
Private Wealth Strategies
Ohio
$39.3M +$1.86M +31,435 +5%
SC
24
Savant Capital
Illinois
$39.2M -$3.64M -61,590 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$37M +$3.97M +67,189 +12%
1
2 3 4 5

DGRW Hedge Fund Activity: Q2 2021 in Review

325 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2021, worth a combined $4.7B — up 8% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGRW positions and 17 closed out — a net gain of 14 holders — while 123 added to existing stakes and 92 trimmed.

The largest buyer was Ameriprise, adding an estimated $45.2M. The largest seller was AE Wealth Management, cutting an estimated $36.7M.

  • 325 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $4.7B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2021, up 8% quarter-over-quarter.
  • 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2021 and 17 closed out, a net change of +14 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2021 was Ameriprise, an estimated $45.2M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2021 was AE Wealth Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2021.