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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

164 hedge funds and large institutions have $1.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
25
Increased
60
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFA
1
Huber Financial Advisors
Illinois
$5.96M
2
Bank of America
2
Bank of America
North Carolina
$252M
3
UBS Group
3
UBS Group
Switzerland
$50.7M
4
CAN
4
Cetera Advisor Networks
California
$5.43M
5
PAG
5
Private Advisor Group
New Jersey
$7.79M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$26.4M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$491M
3
CA
3
Clearstead Advisors
Ohio
$1.78M
4
TRCT
4
Tower Research Capital (TRC)
New York
$389K
5
PMG
5
ProVise Management Group
Florida
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$7.79M +$4.81M +108,528 +162%
EWMCB
27
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.36M -$59.4K -1,339 -0.8%
LCM
28
LVM Capital Management
Michigan
$6.72M +$281K +6,333 +4%
FG
29
Fiduciary Group
Georgia
$5.97M -$115K -2,596 -2%
HFA
30
Huber Financial Advisors
Illinois
$5.96M +$5.96M +134,481 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.91M +$1.25M +28,195 +27%
AFG
32
Albion Financial Group
Utah
$5.7M +$1.15K +26 +0%
CAN
33
Cetera Advisor Networks
California
$5.43M +$5.43M +122,509 New
HCM
34
Hengehold Capital Management
Ohio
$5.22M +$1.69M +38,126 +48%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$4.51M +$122K +2,745 +3%
GFPC
36
Global Financial Private Capital
Florida
$4.15M -$414K -9,347 -9%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.02M +$1.09M +24,523 +37%
ACG
38
Allen Capital Group
Nebraska
$3.38M -$340K -7,677 -9%
SF
39
Synovus Financial
Georgia
$3.22M -$223K -5,038 -6%
GLA
40
Good Life Advisors
Pennsylvania
$3.18M +$3.18M +71,602 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.07M +$308K +6,951 +11%
CCT
42
Country Club Trust
Missouri
$2.79M -$118K -2,653 -4%
FAIM
43
Financial Advocates Investment Management
Washington
$2.72M -$27K -610 -1%
PMG
44
ProVise Management Group
Florida
$2.29M -$1.34M -30,139 -37%
UCFA
45
United Capital Financial Advisors
Texas
$2.15M +$213K +4,809 +11%
AIM
46
Aspen Investment Management
Michigan
$2.14M -$333K -7,507 -13%
AA
47
Ancora Advisors
Ohio
$2.1M +$9.09K +205 +0.4%
PWAP
48
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.02M +$9.09K +205 +0.5%
CWM
49
Cornerstone Wealth Management
Missouri
$1.88M +$966K +37,209 +105%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.86M +$1.83M +41,321 +6,456%
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