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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

185 hedge funds and large institutions have $1.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+21
Holders Change %
+12.8%
% of All Funds
4.13%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
44
Increased
72
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$256M
2
HFA
2
Huber Financial Advisors
Illinois
$27.1M
3
AA
3
Ancora Advisors
Ohio
$18.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.1M
5
UBS Group
5
UBS Group
Switzerland
$55.1M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$19.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$10.8M +$554K +14,478 +5%
HB
27
Homrich & Berg
Georgia
$10.7M +$2.25M +58,600 +27%
QA
28
Quantitative Advantage
Minnesota
$9.82M +$9.82M +256,081 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$8M +$190K +4,957 +2%
BEC
30
Blue Edge Capital
Virginia
$7.56M -$660K -17,211 -8%
PAG
31
Private Advisor Group
New Jersey
$7.01M +$274K +7,151 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$6.89M +$1.78M +46,347 +35%
LCM
33
LVM Capital Management
Michigan
$6.29M +$478K +12,479 +8%
EWMCB
34
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.22M -$138K -3,601 -2%
CPA
35
Capital Planning Advisors
California
$6.12M +$6.12M +159,680 New
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$5.65M +$1.75M +45,710 +45%
FG
37
Fiduciary Group
Georgia
$5.08M -$89.9K -2,344 -2%
AFG
38
Albion Financial Group
Utah
$4.95M +$18.2K +475 +0.4%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$4.5M +$1.02M +26,688 +29%
HCM
40
Hengehold Capital Management
Ohio
$4.48M -$24.9K -650 -0.6%
CCT
41
Country Club Trust
Missouri
$4.18M +$1.77M +46,090 +73%
Goldman Sachs
42
Goldman Sachs
New York
$4.08M +$3.56M +92,906 +681%
CAN
43
Cetera Advisor Networks
California
$3.63M -$1.06M -27,625 -23%
WCM
44
Weatherstone Capital Management
Colorado
$3.38M +$3.38M +76,288 New
MIAN
45
Mariner Independent Advisor Network
Kansas
$3.27M +$3.27M +83,027 New
OWA
46
Outlook Wealth Advisors
Texas
$2.74M +$2.74M +7,150 New
GLA
47
Good Life Advisors
Pennsylvania
$2.72M -$20.9K -545 -0.8%
SF
48
Synovus Financial
Georgia
$2.69M -$95.8K -2,501 -3%
Jane Street
49
Jane Street
New York
$2.56M +$1.5M +39,159 +142%
GFPC
50
Global Financial Private Capital
Florida
$2.48M -$1.1M -28,730 -31%
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