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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

69 hedge funds and large institutions have $489M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
$436K
Net Calls
-$436K
Net Calls Change
+$72K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$86.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.6M
3
BC
3
Brinker Capital
Pennsylvania
$4.56M
4
Wells Fargo
4
Wells Fargo
California
$7.29M
5
BFM
5
Boston Financial Management
Massachusetts
$7.56M

Top Sellers

1
LCM
1
LVM Capital Management
Michigan
$0
2
DADC
2
D.A. Davidson & Co
Montana
$293K
3
UBS Group
3
UBS Group
Switzerland
$42M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACN
26
Advisor Consultant Network
Ohio
$1.97M 61,117 +61,117 New
GFG
27
Gray Financial Group
Georgia
$1.79M 557,191 – –
BCI
28
Brinker Capital Investments
Pennsylvania
$1.7M 52,546 -1,503 -3%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.62M 50,162 +50,162 New
RJA
30
Raymond James & Associates
Florida
$1.56M 48,241 +12,474 +35%
IFA
31
Interactive Financial Advisors
Illinois
$1.51M 46,694 -413 -0.9%
MBT
32
Montecito Bank & Trust
California
$1.42M 43,864 +43,864 New
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.41M 43,577 +43,577 New
ACM
34
Argentus Capital Management
Texas
$1.39M 43,057 +31,350 +268%
SEIA
35
Signature Estate & Investment Advisors
California
$1.37M 42,440 +7,294 +21%
SG Americas Securities
36
SG Americas Securities
New York
$1.21M 37,349 +37,349 New
Stifel Financial
37
Stifel Financial
Missouri
$1.12M 34,570 -2,830 -8%
AA
38
Ancora Advisors
Ohio
$1.06M 32,791 +2,302 +8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.02M 31,635 +3,510 +12%
KA
40
Kovack Advisors
Florida
$867K 26,856 -1,197 -4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$812K 25,142 +6,973 +38%
OIA
42
Optimum Investment Advisors
Illinois
$663K 20,530 -1,325 -6%
CCM
43
Colorado Capital Management
Colorado
$637K 19,723 -434 -2%
UR
44
USCA RIA
Texas
$557K 17,254 +1,323 +8%
HCM
45
Hengehold Capital Management
Ohio
$525K 16,255 +16,255 New
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$434K 13,451 +1,250 +10%
IA
47
IFP Advisors
Florida
$362K 11,218 -35 -0.3%
AIM
48
Aspen Investment Management
Michigan
$357K 11,059 +2,753 +33%
CM
49
Capital Management
Virginia
$331K 10,240 – –
LNC
50
Lincoln National Corp
Pennsylvania
$296K 9,162 -1,567 -15%
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