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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

212 hedge funds and large institutions have $1.83B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.66%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.37%
New
20
Increased
96
Reduced
58
Closed
21
Calls
–
Puts
$32M
Net Calls
-$32M
Net Calls Change
-$2.78M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Ameriprise
2
Ameriprise
Minnesota
$38M
3
AG
3
Advisor Group
Arizona
$14.9M
4
LPL Financial
4
LPL Financial
California
$48.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$345M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
CGFA
3
Colton Groome Financial Advisors
North Carolina
$940K
4
BFG
4
Beacon Financial Group
Texas
$39.2M
5
IDA
5
Intelligence Driven Advisers
California
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$14.9M +$12.9M +286,842 +668%
IDA
27
Intelligence Driven Advisers
California
$13.8M -$3.21M -71,081 -19%
PAG
28
Private Advisor Group
New Jersey
$13.6M +$912K +20,197 +7%
HB
29
Homrich & Berg
Georgia
$13.5M -$190K -4,220 -1%
SFA
30
Sequoia Financial Advisors
Ohio
$12.8M -$274K -6,084 -2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$11.8M +$6.21M +137,830 +111%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$11.5M +$1.83M +40,647 +19%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$9.93M +$189K +4,192 +2%
BEC
34
Blue Edge Capital
Virginia
$9.64M -$10.6K -236 -0.1%
LCM
35
LVM Capital Management
Michigan
$9.56M +$902K +20,008 +10%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$9.24M -$75.7K -1,679 -0.8%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$9.11M +$1.21M +26,832 +15%
BTS
38
BB&T Securities
Virginia
$8.64M +$1.74M +38,657 +25%
EWMCB
39
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.56M +$354K +7,859 +4%
SPL
40
Smart Portfolios LLC
Washington
$8.39M +$4.12M +87,566 +96%
FFN
41
Focus Financial Network
Minnesota
$8.15M +$194K +4,299 +2%
MIAN
42
Mariner Independent Advisor Network
Kansas
$7.34M +$1.43M +32,074 +24%
AW
43
ACG Wealth
Georgia
$7.24M +$29.1K +646 +0.4%
BAAM
44
Baker Avenue Asset Management
California
$5.96M -$5.59K -124 -0.1%
AFG
45
Albion Financial Group
Utah
$5.77M +$17.8K +395 +0.3%
CA
46
Cetera Advisors
Colorado
$5.74M +$1.76M +38,908 +44%
FG
47
Fiduciary Group
Georgia
$5.68M -$90.2K -2,000 -2%
CAN
48
Cetera Advisor Networks
California
$5.64M +$96.3K +2,134 +2%
SIM
49
Stratos Investment Management
Ohio
$5.16M +$917K +20,333 +22%
HAS
50
HBW Advisory Services
California
$5.06M +$5.06M +112,140 New
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