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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

30 hedge funds and large institutions have $40.3M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$668K
2
IA
2
IFP Advisors
Florida
$545K
3
CBN
3
Cadence Bank NA
Texas
$518K
4
Bank of America
4
Bank of America
North Carolina
$1.84M
5
LW
5
Linscomb Wealth
Texas
$9.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.75M
2
GAM
2
Gemmer Asset Management
California
$835K
3
LPL Financial
3
LPL Financial
California
$2.83M
4
UBS Group
4
UBS Group
Switzerland
$1.28M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$9.82M 284,490 +8,761 +3%
Morgan Stanley
2
Morgan Stanley
New York
$7.75M 224,587 -96,646 -30%
CCA
3
Clearwater Capital Advisors
Illinois
$3.72M 107,307 +4,836 +5%
LPL Financial
4
LPL Financial
California
$2.83M 82,138 -31,014 -27%
LCM
5
LVM Capital Management
Michigan
$2.2M 63,835 +5,000 +8%
SBL
6
Sargent Bickham Lagudis
Colorado
$2.12M 61,378 +6,882 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.88M 54,460 +1,173 +2%
Bank of America
8
Bank of America
North Carolina
$1.84M 53,409 +11,948 +29%
UBS Group
9
UBS Group
Switzerland
$1.28M 36,945 -7,556 -17%
SIA
10
Starfire Investment Advisers
Michigan
$922K 26,730 -454 -2%
GAM
11
Gemmer Asset Management
California
$835K 24,199 -87,318 -78%
Goldman Sachs
12
Goldman Sachs
New York
$668K 19,349 +19,349 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$563K 16,295 +3,593 +28%
IA
14
IFP Advisors
Florida
$545K 15,790 +15,790 New
RJA
15
Raymond James & Associates
Florida
$541K 15,684 +7,569 +93%
CBN
16
Cadence Bank NA
Texas
$518K 14,992 +14,992 New
YWP
17
YorkBridge Wealth Partners
New York
$368K 10,663 +1,200 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$336K 9,732 +1,159 +14%
Citigroup
19
Citigroup
New York
$331K 9,568 – –
CM
20
Capital Management
Virginia
$285K 8,262 +700 +9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$282K 8,171 +8,171 New
DP
22
Denver PWM
Colorado
$271K 7,992 +7,992 New
AG
23
Advisor Group
Arizona
$120K 3,475 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$73K 2,126 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$69K 1,998 -336 -14%
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