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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

137 hedge funds and large institutions have $1.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
18
Increased
64
Reduced
32
Closed
14
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$216K

Top Buyers

1
TLIC
Taiyo Life Insurance Company
Japan
$34.3M
2
BFG
Beacon Financial Group
Texas
$36.3M
3
Bank of America
Bank of America
North Carolina
$223M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$447M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.8M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.52M
2
UBS Group
UBS Group
Switzerland
$39.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
BFM
Boston Financial Management
Massachusetts
$32.7M
5
KA
Kovack Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWMCB
26
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.76M +$199K +4,923 +3%
PAG
27
Private Advisor Group
New Jersey
$6.26M +$2.71M +67,192 +76%
FG
28
Fiduciary Group
Georgia
$5.65M +$110K +2,716 +2%
LCM
29
LVM Capital Management
Michigan
$5.6M +$60.2K +1,491 +1%
AFG
30
Albion Financial Group
Utah
$5.2M +$14.9K +370 +0.3%
Jane Street
31
Jane Street
New York
$4.99M +$1.62M +40,097 +48%
DLIC
32
Daido Life Insurance Company
Japan
$4.54M +$4.54M +112,475 New
GFPC
33
Global Financial Private Capital
Florida
$4.02M +$78.1K +1,936 +2%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$3.77M +$109K +2,696 +3%
CA
35
Clearstead Advisors
Ohio
$3.69M +$1.85M +45,771 +101%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.28M +$1.19M +29,557 +57%
SF
37
Synovus Financial
Georgia
$3.14M +$68.5K +1,696 +2%
RJA
38
Raymond James & Associates
Florida
$3.13M -$329K -8,146 -9%
CCT
39
Country Club Trust
Missouri
$2.97M -$251K -6,221 -8%
PMG
40
ProVise Management Group
Florida
$2.86M +$876K +21,707 +44%
MIAN
41
Mariner Independent Advisor Network
Kansas
$2.73M +$193K +4,793 +8%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2.67M +$1.95M +48,348 +270%
FAIM
43
Financial Advocates Investment Management
Washington
$2.66M +$47.9K +1,187 +2%
AIM
44
Aspen Investment Management
Michigan
$2.53M +$48.4K +1,199 +2%
HCM
45
Hengehold Capital Management
Ohio
$2.44M +$390K +9,665 +19%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$2.33M -$40.9K -1,014 -2%
AIP
47
Ahrens Investment Partners
Louisiana
$2.27M +$2.27M +56,300 New
SEIA
48
Signature Estate & Investment Advisors
California
$1.94M -$357K -8,835 -16%
UCFA
49
United Capital Financial Advisors
Texas
$1.9M +$140K +3,465 +8%
MBT
50
Montecito Bank & Trust
California
$1.87M -$182K -4,500 -9%
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