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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

214 hedge funds and large institutions have $1.72B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
30
Increased
90
Reduced
53
Closed
17
Calls
–
Puts
$29.2M
Net Calls
-$29.2M
Net Calls Change
-$12M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$24.5M
2
Bank of America
2
Bank of America
North Carolina
$316M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.4M
4
RVPG
4
Relative Value Partners Group
$29.8M
5
AW
5
ACG Wealth
Georgia
$6.98M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$366M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$26.2M
3
QA
3
Quantitative Advantage
Minnesota
$0
4
IDA
4
Intelligence Driven Advisers
California
$16.4M
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
– -$42K -975 Closed
PMFA
227
Plante Moran Financial Advisors
Michigan
– -$41K -960 Closed
OWD
228
Osborn Williams & Donohoe
Ohio
– -$34K -783 Closed
FHB
229
First Hawaiian Bank
Hawaii
– -$7K -160 Closed
6 7 8 9
10