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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

50 hedge funds and large institutions have $57.3M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
$5.19M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$3.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.14M
4
Citadel Advisors
Citadel Advisors
Florida
$943K
5
SG Americas Securities
SG Americas Securities
New York
$427K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.32M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$263K
3
CCA
Clearwater Capital Advisors
Illinois
$2.72M
4
Morgan Stanley
Morgan Stanley
New York
$5.25M
5
Jane Street
Jane Street
New York
$586K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$434K -$7.22K -208 -2%
SG Americas Securities
27
SG Americas Securities
New York
$427K +$427K +12,278 New
CM
28
Capital Management
Virginia
$375K -$20.8K -600 -5%
Citigroup
29
Citigroup
New York
$324K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$263K -$1.28M -36,972 -83%
PAG
31
Private Advisor Group
New Jersey
$238K +$238K +6,868 New
YWP
32
YorkBridge Wealth Partners
New York
$193K – – –
AG
33
Advisor Group
Arizona
$143K +$243 +7 +0.2%
ADL
34
Asset Dedication LLC
California
$127K – – –
FHA
35
Flagship Harbor Advisors
Massachusetts
$99K – – –
GRP
36
Global Retirement Partners
California
$84K – – –
ESB
37
Essex Savings Bank
Connecticut
$52K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$42K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$33K +$172 +5 +0.5%
WEC
40
Winslow Evans & Crocker
Massachusetts
$30K – – –
GSWM
41
Golden State Wealth Management
California
$22K +$22K +632 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
GEA
43
Glen Eagle Advisors
New Jersey
$10.8K – – –
CFA
44
Camarda Financial Advisors
Florida
$10K +$10K +280 New
TRCT
45
Tower Research Capital (TRC)
New York
$9K +$2.44K +67 +37%
1IA
46
1834 Investment Advisors
Wisconsin
$7K – – –
SBL
47
Sargent Bickham Lagudis
Colorado
$5K -$43.1K -1,173 -90%
FRA
48
Front Row Advisors
California
$5K – – –
NFG
49
Next Financial Group
Texas
– -$315K -10,097 Closed
TSS
50
Two Sigma Securities
New York
– -$263K -8,457 Closed
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