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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

103 hedge funds and large institutions have $944M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
10
Increased
42
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$23.1M
2
Bank of America
Bank of America
North Carolina
+$5.73M
3
CFA
Carroll Financial Associates
North Carolina
+$4.75M
4
Jane Street
Jane Street
New York
+$4.46M
5
Wells Fargo
Wells Fargo
California
+$3.84M

Top Sellers

1
LPL Financial
LPL Financial
California
-$14.1M
2
UBS Group
UBS Group
Switzerland
-$5.73M
3
HCM
Hengehold Capital Management
Ohio
-$1.71M
4
VWM
Venturi Wealth Management
Texas
-$1.26M
5
CCA
Clearwater Capital Advisors
Illinois
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
51
Fairview Capital Investment Management
California
$589K +$589K +16,009 New
AG
52
Advisor Group
Arizona
$578K +$145K +3,934 +33%
UR
53
USCA RIA
Texas
$564K -$22.8K -621 -4%
TRCT
54
Tower Research Capital (TRC)
New York
$555K +$555K +15,088 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$511K +$107K +2,915 +27%
Brown Advisory
56
Brown Advisory
Maryland
$509K +$509K +13,826 New
FA
57
FDx Advisors
Illinois
$475K +$475K +12,910 New
NCM
58
Novare Capital Management
North Carolina
$441K +$164K +4,449 +59%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$386K +$104K +2,819 +37%
LNC
60
Lincoln National Corp
Pennsylvania
$364K -$119K -3,226 -25%
SDWMA
61
Schneider Downs Wealth Management Advisors
Pennsylvania
$360K +$73.9K +2,006 +26%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$353K -$9.01K -245 -2%
CM
63
Capital Management
Virginia
$287K +$18.4K +500 +7%
UCFA
64
United Capital Financial Advisors
Texas
$286K +$27.2K +741 +11%
OC
65
Oppenheimer & Co
New York
$277K +$36.8K +1,000 +15%
NWP
66
Northstar Wealth Partners
Connecticut
$272K +$61.7K +1,682 +29%
MCP
67
Mirador Capital Partners
California
$270K +$20.1K +539 +8%
GHA
68
GW Henssler & Associates
Georgia
$267K +$23.5K +639 +10%
SPC
69
Sigma Planning Corp
Michigan
$239K +$257 +7 +0.1%
GAM
70
Garrison Asset Management
Arkansas
$217K -$11.8K -320 -5%
DI
71
Diligent Investors
California
$217K -$1.95K -53 -0.9%
CWM
72
Concert Wealth Management
California
$212K -$106K -2,856 -33%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$194K +$35K +953 +22%
EA
74
Edge Advisors
Georgia
$179K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$128K +$880 +24 +0.7%
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