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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

203 hedge funds and large institutions have $1.67B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
4.4%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
35
Increased
74
Reduced
57
Closed
16
Calls
–
Puts
$17.3M
Net Calls
-$17.3M
Net Calls Change
-$17.3M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$9.38M
3
IDA
Intelligence Driven Advisers
California
+$7.56M
4
RJA
Raymond James & Associates
Florida
+$5.01M
5
BAAM
Baker Avenue Asset Management
California
+$4.76M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$12.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.81M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.73M
4
CFA
Carroll Financial Associates
North Carolina
-$6.01M
5
UBS Group
UBS Group
Switzerland
-$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
26
Homrich & Berg
Georgia
$12.4M +$458K +10,635 +4%
QA
27
Quantitative Advantage
Minnesota
$11M +$15.9K +370 +0.1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$10.7M +$10.7M +248,719 New
PAG
29
Private Advisor Group
New Jersey
$9.67M +$1.79M +41,678 +23%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$9.07M +$76.6K +1,780 +0.9%
BEC
31
Blue Edge Capital
Virginia
$9.05M +$563K +13,067 +7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$8.64M +$907K +21,066 +12%
LCM
33
LVM Capital Management
Michigan
$7.99M +$926K +21,506 +13%
AA
34
Ancora Advisors
Ohio
$7.8M -$12.9M -299,341 -62%
EWMCB
35
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.45M +$460K +10,685 +7%
FFN
36
Focus Financial Network
Minnesota
$7.12M +$7.12M +165,412 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$7.12M -$8.73M -202,821 -55%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$7M +$655K +15,210 +10%
Jane Street
39
Jane Street
New York
$5.67M +$2.79M +64,889 +97%
FG
40
Fiduciary Group
Georgia
$5.61M -$90.3K -2,098 -2%
AFG
41
Albion Financial Group
Utah
$5.47M -$89.2K -2,072 -2%
CPA
42
Capital Planning Advisors
California
$5.39M -$1.49M -34,505 -22%
BAAM
43
Baker Avenue Asset Management
California
$4.76M +$4.76M +110,557 New
HCM
44
Hengehold Capital Management
Ohio
$4.7M -$340K -7,889 -7%
GLA
45
Good Life Advisors
Pennsylvania
$4.53M +$1.47M +34,104 +48%
CAN
46
Cetera Advisor Networks
California
$4.34M +$248K +5,750 +6%
CFA
47
Cahill Financial Advisors
Minnesota
$4.28M +$1.58M +36,792 +59%
AI
48
Atria Investments
North Carolina
$4.16M +$3.55M +82,473 +586%
SF
49
Synovus Financial
Georgia
$3.94M +$925K +21,472 +31%
MIAN
50
Mariner Independent Advisor Network
Kansas
$3.75M +$144K +3,313 +4%
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