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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
-$1.78M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$123M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
3
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$509M
5
PAG
5
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
ASW
2
Astoria Strategic Wealth
Texas
$363K
3
Wells Fargo
3
Wells Fargo
California
$41.7M
4
ARC
4
Advisor Resource Council
Texas
$0
5
LWP
5
Legacy Wealth Planning
Nevada
$8.35M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.39B 23,666,282 +996,087 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$509M 8,643,008 +679,746 +9%
Bank of America
3
Bank of America
North Carolina
$437M 7,424,982 +40,877 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$267M 4,541,911 +139,915 +3%
LPL Financial
5
LPL Financial
California
$155M 2,642,410 +43,969 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$142M 2,417,533 +76,408 +3%
Ameriprise
7
Ameriprise
Minnesota
$131M 2,215,811 +91,342 +4%
HI
8
Horizon Investments
North Carolina
$123M 2,086,340 +1,410,531 +209%
HighTower Advisors
9
HighTower Advisors
Illinois
$75.3M 1,280,149 -16,908 -1%
UBS Group
10
UBS Group
Switzerland
$70.9M 1,204,112 +11,118 +0.9%
CCA
11
Clearwater Capital Advisors
Illinois
$68.6M 1,166,158 -17,082 -1%
PI
12
PFS Investments
Georgia
$62.2M 979,628 +829,575 +553%
PAG
13
Private Advisor Group
New Jersey
$60.5M 1,028,903 +163,418 +19%
TC
14
TownSquare Capital
Utah
$56M 951,765 +48,551 +5%
TLIC
15
Taiyo Life Insurance Company
Japan
$50M 850,000 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$49.6M 843,258 -1,223 -0.1%
OCM
17
One Capital Management
California
$48.6M 826,078 -14,192 -2%
PWMG
18
Prestige Wealth Management Group
New Jersey
$46.9M 797,876 +28,936 +4%
RVPG
19
Relative Value Partners Group
$43.3M 735,546 +3,051 +0.4%
RJA
20
Raymond James & Associates
Florida
$42.1M 715,857 +5,185 +0.7%
Wells Fargo
21
Wells Fargo
California
$41.7M 708,481 -92,771 -12%
PWS
22
Private Wealth Strategies
Ohio
$40.7M 692,172 +32,946 +5%
ISG
23
Investment Security Group
Colorado
$40.3M 684,554 +4,173 +0.6%
SC
24
Savant Capital
Illinois
$37M 628,873 -28,609 -4%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
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