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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

69 hedge funds and large institutions have $489M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
$436K
Net Calls
-$436K
Net Calls Change
+$72K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$86.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.6M
3
BC
3
Brinker Capital
Pennsylvania
$4.56M
4
Wells Fargo
4
Wells Fargo
California
$7.29M
5
BFM
5
Boston Financial Management
Massachusetts
$7.56M

Top Sellers

1
LCM
1
LVM Capital Management
Michigan
$0
2
DADC
2
D.A. Davidson & Co
Montana
$293K
3
UBS Group
3
UBS Group
Switzerland
$42M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$293K -$1.51M -47,010 -84%
FNBSF
52
First National Bank Sioux Falls
South Dakota
$251K -$55.7K -1,725 -18%
FAAS
53
First Allied Advisory Services
California
$230K +$230K +7,135 New
UCFA
54
United Capital Financial Advisors
Texas
$227K – – –
Millennium Management
55
Millennium Management
New York
$217K -$25.1K -778 -10%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$110K -$27.1K -839 -20%
AG
57
Advisor Group
Arizona
$103K +$3.05K +94 +3%
US Bancorp
58
US Bancorp
Minnesota
$81K – – –
ST
59
Smithfield Trust
Pennsylvania
$77K – – –
PCP
60
Proficio Capital Partners
Massachusetts
$65K – – –
RCG
61
Ruggie Capital Group
Florida
$59K +$59K +1,830 New
WP
62
WealthPLAN Partners
Nebraska
$49K – – –
CPIG
63
Chicago Partners Investment Group
Illinois
$28K – – –
GWM
64
Geneos Wealth Management
Colorado
$22K – – –
Creative Planning
65
Creative Planning
Kansas
$10K +$10K +300 New
WEC
66
Winslow Evans & Crocker
Massachusetts
$6.46K – – –
BlackRock
67
BlackRock
New York
$6K -$966 -28 -14%
JCM
68
Jacobi Capital Management
Pennsylvania
$2K -$2.67K -80 -57%
LCM
69
LVM Capital Management
Michigan
– -$2.52M -79,655 Closed
Goldman Sachs
70
Goldman Sachs
New York
– -$797K -25,246 Closed
Neuberger Berman Group
71
Neuberger Berman Group
New York
– -$344K -10,888 Closed
VKH
72
Virtu KCG Holdings
New York
– -$218K -6,896 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
– -$68K -2,158 Closed
SEI Investments
74
SEI Investments
Pennsylvania
– -$25K -794 Closed
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