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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

103 hedge funds and large institutions have $944M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
10
Increased
42
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$23.1M
2
Bank of America
Bank of America
North Carolina
+$5.73M
3
CFA
Carroll Financial Associates
North Carolina
+$4.75M
4
Jane Street
Jane Street
New York
+$4.46M
5
Wells Fargo
Wells Fargo
California
+$3.84M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.1M
2
UBS Group
UBS Group
Switzerland
-$5.73M
3
HCM
Hengehold Capital Management
Ohio
-$1.71M
4
VWM
Venturi Wealth Management
Texas
-$1.26M
5
CCA
Clearwater Capital Advisors
Illinois
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.96M +$553K +15,047 +16%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$3.05M +$374K +10,181 +14%
SF
28
Synovus Financial
Georgia
$2.86M -$63.7K -1,730 -2%
RJA
29
Raymond James & Associates
Florida
$2.84M +$367K +9,976 +15%
AFG
30
Albion Financial Group
Utah
$2.81M -$21.7K -591 -0.8%
MIAN
31
Mariner Independent Advisor Network
Kansas
$2.54M +$2.54M +69,019 New
CCT
32
Country Club Trust
Missouri
$2.39M +$956 +26 +0%
PWAP
33
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.13M -$23.3K -634 -1%
AIM
34
Aspen Investment Management
Michigan
$2.08M +$1.54M +41,900 +285%
SEIA
35
Signature Estate & Investment Advisors
California
$2.02M -$104K -2,815 -5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.83M +$507K +13,766 +38%
MBT
37
Montecito Bank & Trust
California
$1.82M +$98.2K +2,671 +6%
AA
38
Ancora Advisors
Ohio
$1.72M +$199K +5,416 +13%
HCM
39
Hengehold Capital Management
Ohio
$1.52M -$1.71M -46,588 -53%
Stifel Financial
40
Stifel Financial
Missouri
$1.31M -$1.03K -28 -0.1%
IFA
41
Interactive Financial Advisors
Illinois
$1.2M -$45.6K -1,240 -4%
CA
42
Clearstead Advisors
Ohio
$1.19M +$106K +2,889 +10%
BCI
43
Brinker Capital Investments
Pennsylvania
$1.13M +$292K +7,929 +35%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.12M +$384K +10,453 +52%
OIA
45
Optimum Investment Advisors
Illinois
$771K +$1.07K +29 +0.1%
KA
46
Kovack Advisors
Florida
$726K +$3.68K +100 +0.5%
CG
47
Colony Group
Massachusetts
$696K -$95.4K -2,593 -12%
FAAS
48
First Allied Advisory Services
California
$680K +$157K +4,286 +30%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$651K -$943K -25,634 -59%
CCM
50
Colorado Capital Management
Colorado
$645K -$4.01K -109 -0.6%
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