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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

66 hedge funds and large institutions have $373M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
32
Reduced
14
Closed
4
Calls
$344K
Puts
$206K
Net Calls
+$138K
Net Calls Change
-$511K

Top Buyers

1
LPL Financial
LPL Financial
California
+$25.1M
2
GFG
Gray Financial Group
Georgia
+$13.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.29M
4
CFA
Carroll Financial Associates
North Carolina
+$2.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$8.33M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.99M
3
Bank of America
Bank of America
North Carolina
-$1.65M
4
ST
Sabal Trust
Florida
-$728K
5
Citadel Advisors
Citadel Advisors
Florida
-$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$1.6M +$237K +7,575 +17%
IFA
27
Interactive Financial Advisors
Illinois
$1.55M +$1.55M +49,421 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.35M +$337K +10,789 +33%
RJA
29
Raymond James & Associates
Florida
$1.3M +$771K +24,657 +145%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.3M +$1.06M +34,022 +456%
CAN
31
Cetera Advisor Networks
California
$1.27M +$586K +18,725 +85%
Goldman Sachs
32
Goldman Sachs
New York
$1.22M +$670K +21,423 +121%
Stifel Financial
33
Stifel Financial
Missouri
$1.01M +$6.25K +200 +0.6%
AA
34
Ancora Advisors
Ohio
$985K +$127K +4,050 +15%
EIM
35
Emerson Investment Management
Massachusetts
$980K -$7.04K -225 -0.7%
KA
36
Kovack Advisors
Florida
$873K +$873K +27,923 New
AFG
37
Albion Financial Group
Utah
$819K +$813 +26 +0.1%
SEIA
38
Signature Estate & Investment Advisors
California
$799K +$128K +4,100 +19%
OIA
39
Optimum Investment Advisors
Illinois
$683K – – –
CCM
40
Colorado Capital Management
Colorado
$648K -$2.41K -77 -0.4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$635K +$378K +12,103 +148%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$583K +$225K +7,186 +63%
UR
43
USCA RIA
Texas
$498K +$196K +6,280 +65%
TFA
44
Transamerica Financial Advisors
Florida
$347K +$63.6K +2,032 +22%
LNC
45
Lincoln National Corp
Pennsylvania
$335K +$335K +10,706 New
CM
46
Capital Management
Virginia
$314K -$21.9K -700 -7%
FNBSF
47
First National Bank Sioux Falls
South Dakota
$295K -$15.8K -505 -5%
AIM
48
Aspen Investment Management
Michigan
$255K +$255K +8,163 New
VC
49
Vicus Capital
Pennsylvania
$209K -$226K -7,217 -52%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$189K -$2.41K -77 -1%
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