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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

56 hedge funds and large institutions have $309M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
25
Reduced
14
Closed
4
Calls
$649K
Puts
–
Net Calls
+$649K
Net Calls Change
+$254K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$46.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.5M
3
RVPG
3
Relative Value Partners Group
$8.47M
4
JWM
4
Jacobus Wealth Management
Wisconsin
$10.9M
5
HB
5
Homrich & Berg
Georgia
$2.85M

Top Sellers

1
GFG
1
Gray Financial Group
Georgia
$6M
2
Bank of America
2
Bank of America
North Carolina
$94M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$982K
4
KA
4
Kovack Advisors
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$833K 27,438 +9,231 +51%
AFG
27
Albion Financial Group
Utah
$794K 26,157 -721 -3%
ST
28
Sabal Trust
Florida
$728K 24,000 +24,000 New
CAN
29
Cetera Advisor Networks
California
$665K 21,935 +8,530 +64%
OIA
30
Optimum Investment Advisors
Illinois
$663K 21,855 +1,030 +5%
SEIA
31
Signature Estate & Investment Advisors
California
$651K 21,452 +10,645 +99%
CCM
32
Colorado Capital Management
Colorado
$631K 20,810 +20,810 New
Goldman Sachs
33
Goldman Sachs
New York
$538K 17,717 -17,768 -50%
RJA
34
Raymond James & Associates
Florida
$515K 16,967 -16,889 -50%
Citadel Advisors
35
Citadel Advisors
Florida
$431K 14,205 -26,740 -65%
VC
36
Vicus Capital
Pennsylvania
$422K 13,901 +13,901 New
CG
37
Cutler Group
California
$385K 12,700 +12,700 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$348K 11,467 -3,695 -24%
CM
39
Capital Management
Virginia
$326K 10,740 +40 +0.4%
FNBSF
40
First National Bank Sioux Falls
South Dakota
$302K 9,935 -725 -7%
UR
41
USCA RIA
Texas
$293K 9,651 -6,442 -40%
TFA
42
Transamerica Financial Advisors
Florida
$275K 9,058 -3,106 -26%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$249K 8,202 +186 +2%
BCI
44
Brinker Capital Investments
Pennsylvania
$226K 7,460 +1,440 +24%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$207K 6,806 +6,806 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$185K 6,113 -852 -12%
AIG
47
American International Group
New York
$155K 5,099 +250 +5%
IA
48
IFP Advisors
Florida
$121K 3,976 +3,976 New
US Bancorp
49
US Bancorp
Minnesota
$76K 2,500 +2,500 New
ST
50
Smithfield Trust
Pennsylvania
$73K 2,400 – –
1
2
3