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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

149 hedge funds and large institutions have $1.34B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
21
Increased
55
Reduced
47
Closed
9
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
-$518K

Top Buyers

1
OCM
1
One Capital Management
California
$18M
2
Morgan Stanley
2
Morgan Stanley
New York
$77M
3
DLIC
3
Daido Life Insurance Company
Japan
$13.7M
4
Ameriprise
4
Ameriprise
Minnesota
$12.1M
5
RJA
5
Raymond James & Associates
Florida
$7.04M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$0
2
VWM
2
Venturi Wealth Management
Texas
$0
3
LPL Financial
3
LPL Financial
California
$32.9M
4
Wells Fargo
4
Wells Fargo
California
$20.6M
5
Jane Street
5
Jane Street
New York
$893K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWMCB
26
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.86M -$2.26K -55 -0%
LCM
27
LVM Capital Management
Michigan
$5.96M +$275K +6,707 +5%
FG
28
Fiduciary Group
Georgia
$5.63M -$112K -2,723 -2%
AFG
29
Albion Financial Group
Utah
$5.27M -$10.4K -254 -0.2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.31M +$979K +23,885 +29%
GFPC
31
Global Financial Private Capital
Florida
$4.22M +$133K +3,240 +3%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$4.06M +$230K +5,602 +6%
CA
33
Clearstead Advisors
Ohio
$3.6M -$149K -3,639 -4%
ACG
34
Allen Capital Group
Nebraska
$3.44M -$3.43M -83,717 -50%
HCM
35
Hengehold Capital Management
Ohio
$3.26M +$779K +18,991 +31%
SF
36
Synovus Financial
Georgia
$3.18M -$2.34K -57 -0.1%
PAG
37
Private Advisor Group
New Jersey
$2.76M -$3.61M -87,976 -57%
CCT
38
Country Club Trust
Missouri
$2.69M -$322K -7,840 -11%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$2.67M – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.55M +$192K +4,686 +8%
FAIM
41
Financial Advocates Investment Management
Washington
$2.55M -$166K -4,029 -6%
AIM
42
Aspen Investment Management
Michigan
$2.29M -$288K -7,027 -11%
AA
43
Ancora Advisors
Ohio
$1.94M +$55.5K +1,353 +3%
Stifel Financial
44
Stifel Financial
Missouri
$1.93M +$50.6K +1,237 +3%
PWAP
45
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.86M +$18.8K +458 +1%
UCFA
46
United Capital Financial Advisors
Texas
$1.79M -$136K -3,326 -7%
TRCT
47
Tower Research Capital (TRC)
New York
$1.73M +$790K +19,274 +84%
OIA
48
Optimum Investment Advisors
Illinois
$1.5M -$111K -2,702 -7%
MBT
49
Montecito Bank & Trust
California
$1.47M -$426K -10,386 -22%
BCM
50
Breiter Capital Management
Florida
$1.4M -$28.1K -684 -2%
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