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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

49 hedge funds and large institutions have $45.5M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 11 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
14
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$5.21M
2
UBS Group
2
UBS Group
Switzerland
$3.53M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.39M
4
NFG
4
Next Financial Group
Texas
$315K
5
LW
5
Linscomb Wealth
Texas
$9.87M

Top Sellers

1
SBL
1
Sargent Bickham Lagudis
Colorado
$41K
2
RJA
2
Raymond James & Associates
Florida
$1.64M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$411K
4
Morgan Stanley
4
Morgan Stanley
New York
$5.18M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$9.87M 316,819 +9,974 +3%
AW
2
ACG Wealth
Georgia
$5.21M 167,124 +123,101 +280%
Morgan Stanley
3
Morgan Stanley
New York
$5.18M 166,245 -12,134 -7%
UBS Group
4
UBS Group
Switzerland
$3.53M 113,421 +65,301 +136%
CCA
5
Clearwater Capital Advisors
Illinois
$3.09M 99,102 -5,333 -5%
LCM
6
LVM Capital Management
Michigan
$1.87M 59,935 -4,465 -7%
RJA
7
Raymond James & Associates
Florida
$1.64M 52,620 -14,500 -22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.5M 48,007 -4,279 -8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.39M 44,560 +44,560 New
IDA
10
Intelligence Driven Advisers
California
$1.24M 39,895 +39,895 New
LPL Financial
11
LPL Financial
California
$1.1M 35,193 -3,782 -10%
Bank of America
12
Bank of America
North Carolina
$1.05M 33,642 -63 -0.2%
Jane Street
13
Jane Street
New York
$934K 29,981 -8,412 -22%
SFM
14
Signet Financial Management
New Jersey
$803K 25,775 +3,097 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$785K 25,205 +9,943 +65%
SIA
16
Starfire Investment Advisers
Michigan
$772K 24,799 +867 +4%
IA
17
IFP Advisors
Florida
$642K 20,720 +675 +3%
CBN
18
Cadence Bank NA
Texas
$587K 18,873 +1,791 +10%
HighTower Advisors
19
HighTower Advisors
Illinois
$545K 17,996 +8,897 +98%
DP
20
Denver PWM
Colorado
$454K 13,096 +2,070 +19%
OFG
21
Omega Financial Group
California
$443K 14,216 +14,216 New
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$411K 13,196 -14,247 -52%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$396K 12,718 +82 +0.6%
CM
24
Capital Management
Virginia
$355K 11,400 +4,438 +64%
NFG
25
Next Financial Group
Texas
$315K 10,097 +10,097 New
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