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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

214 hedge funds and large institutions have $1.72B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
30
Increased
90
Reduced
53
Closed
17
Calls
–
Puts
$29.2M
Net Calls
-$29.2M
Net Calls Change
-$12M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$24.5M
2
Bank of America
2
Bank of America
North Carolina
$316M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.4M
4
RVPG
4
Relative Value Partners Group
$29.8M
5
AW
5
ACG Wealth
Georgia
$6.98M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$366M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$26.2M
3
QA
3
Quantitative Advantage
Minnesota
$0
4
IDA
4
Intelligence Driven Advisers
California
$16.4M
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DLIC
26
Daido Life Insurance Company
Japan
$14.6M – – –
HB
27
Homrich & Berg
Georgia
$13.2M +$614K +14,068 +5%
SFA
28
Sequoia Financial Advisors
Ohio
$12.6M -$398K -9,116 -3%
PAG
29
Private Advisor Group
New Jersey
$12.3M +$2.47M +56,570 +25%
CGFA
30
Colton Groome Financial Advisors
North Carolina
$9.72M +$9.72M +222,682 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$9.43M +$2.22M +50,761 +31%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$9.36M +$597K +13,688 +7%
BEC
33
Blue Edge Capital
Virginia
$9.34M +$164K +3,746 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$9.02M -$171K -3,911 -2%
LCM
35
LVM Capital Management
Michigan
$8.39M +$281K +6,435 +3%
EWMCB
36
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.94M +$389K +8,919 +5%
FFN
37
Focus Financial Network
Minnesota
$7.7M +$479K +10,969 +7%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$7.65M +$553K +12,678 +8%
AW
39
ACG Wealth
Georgia
$6.98M +$6.98M +159,827 New
BTS
40
BB&T Securities
Virginia
$6.68M +$5.19M +118,866 +348%
MIAN
41
Mariner Independent Advisor Network
Kansas
$5.83M +$2.05M +46,633 +54%
BAAM
42
Baker Avenue Asset Management
California
$5.77M +$945K +21,640 +20%
FG
43
Fiduciary Group
Georgia
$5.58M -$107K -2,445 -2%
AFG
44
Albion Financial Group
Utah
$5.57M +$28.7K +657 +0.5%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$5.45M +$1.92M +43,969 +55%
CPA
46
Capital Planning Advisors
California
$5.4M -$68.3K -1,564 -1%
CAN
47
Cetera Advisor Networks
California
$5.36M +$966K +22,159 +22%
AA
48
Ancora Advisors
Ohio
$4.73M -$3.18M -72,809 -40%
GLA
49
Good Life Advisors
Pennsylvania
$4.6M +$8.16K +187 +0.2%
CFA
50
Cahill Financial Advisors
Minnesota
$4.52M +$189K +4,324 +4%
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