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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

88 hedge funds and large institutions have $724M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+19
Holders Change %
+27.54%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
27
Increased
35
Reduced
16
Closed
6
Calls
–
Puts
$240K
Net Calls
-$240K
Net Calls Change
+$196K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$243M
2
BFM
2
Boston Financial Management
Massachusetts
$28.7M
3
SFA
3
Sequoia Financial Advisors
Ohio
$11.7M
4
Ameriprise
4
Ameriprise
Minnesota
$10.4M
5
Bank of America
5
Bank of America
North Carolina
$123M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$5.53M
3
CCT
3
Country Club Trust
Missouri
$0
4
JWM
4
Jacobus Wealth Management
Wisconsin
$12.8M
5
SG Americas Securities
5
SG Americas Securities
New York
$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
51
Capital Management
Virginia
$344K +$3.16K +95 +0.9%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$309K +$309K +9,294 New
FAAS
53
First Allied Advisory Services
California
$308K +$70.2K +2,108 +30%
LNC
54
Lincoln National Corp
Pennsylvania
$306K +$833 +25 +0.3%
EVM
55
Eaton Vance Management
Massachusetts
$300K +$300K +9,009 New
CWM
56
Concert Wealth Management
California
$273K +$273K +8,345 New
Bank of New York Mellon
57
Bank of New York Mellon
New York
$263K +$263K +7,901 New
Goldman Sachs
58
Goldman Sachs
New York
$256K +$256K +7,682 New
UCFA
59
United Capital Financial Advisors
Texas
$234K – – –
OC
60
Oppenheimer & Co
New York
$210K +$210K +6,325 New
MCP
61
Mirador Capital Partners
California
$209K +$209K +6,294 New
VC
62
Vicus Capital
Pennsylvania
$208K +$208K +6,238 New
GAM
63
Garrison Asset Management
Arkansas
$205K +$205K +6,160 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$168K +$54.3K +1,626 +48%
EA
65
Edge Advisors
Georgia
$162K +$162K +4,890 New
Creative Planning
66
Creative Planning
Kansas
$150K +$140K +4,200 +1,400%
AIM
67
Arcadia Investment Management
Michigan
$116K +$116K +3,500 New
SG Americas Securities
68
SG Americas Securities
New York
$112K -$1.13M -33,987 -91%
US Bancorp
69
US Bancorp
Minnesota
$109K +$26.2K +791 +32%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$93K +$93K +2,783 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$85K +$85K +2,563 New
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$84K +2,482 New
ST
73
Smithfield Trust
Pennsylvania
$80K – – –
CAL
74
Capital Advisors Ltd
Ohio
$79K +$79K +2,375 New
PCP
75
Proficio Capital Partners
Massachusetts
$67K – – –
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