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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

65 hedge funds and large institutions have $386M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
13
Increased
31
Reduced
12
Closed
12
Calls
–
Puts
$508K
Net Calls
-$508K
Net Calls Change
-$646K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$107M
2
BFM
2
Boston Financial Management
Massachusetts
$5.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.7M
4
VWM
4
Venturi Wealth Management
Texas
$6.97M
5
RVPG
5
Relative Value Partners Group
$13.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$38.8M
2
LYV
2
Live Your Vision
Pennsylvania
$6.84M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
GFG
4
Gray Financial Group
Georgia
$17.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VKH
51
Virtu KCG Holdings
New York
$218K 6,896 +6,896 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$134K 4,241 -1,795 -30%
AG
53
Advisor Group
Arizona
$96K 3,084 +3,084 New
US Bancorp
54
US Bancorp
Minnesota
$79K 2,500 – –
ST
55
Smithfield Trust
Pennsylvania
$76K 2,400 – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$68K 2,158 +2,158 New
PCP
57
Proficio Capital Partners
Massachusetts
$65K 2,000 – –
CPIG
58
Chicago Partners Investment Group
Illinois
$27K 854 +854 New
SEI Investments
59
SEI Investments
Pennsylvania
$25K 794 +794 New
GWM
60
Geneos Wealth Management
Colorado
$21K 682 – –
WEC
61
Winslow Evans & Crocker
Massachusetts
$6.32K 200 – –
BlackRock
62
BlackRock
New York
$6K 202 – –
JCM
63
Jacobi Capital Management
Pennsylvania
$4K 140 +140 New
WP
64
WealthPLAN Partners
Nebraska
$48 1,528 +1,528 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– – -90,665 Closed
Jane Street
66
Jane Street
New York
– – -57,691 Closed
SG Americas Securities
67
SG Americas Securities
New York
– – -51,451 Closed
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
– – -20,305 Closed
TFA
69
Transamerica Financial Advisors
Florida
– – -11,090 Closed
VC
70
Vicus Capital
Pennsylvania
– – -6,684 Closed
CG
71
Cutler Group
California
– – -5,600 Closed
AIG
72
American International Group
New York
– – -5,599 Closed
Creative Planning
73
Creative Planning
Kansas
– – -2,200 Closed
MFS
74
MSI Financial Services
Massachusetts
– – -522 Closed
AssetMark Inc
75
AssetMark Inc
California
– – -60 Closed
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