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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

133 hedge funds and large institutions have $1.21B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+23
Holders Change %
+20.91%
% of All Funds
3.02%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
29
Increased
56
Reduced
26
Closed
5
Calls
$696K
Puts
–
Net Calls
+$696K
Net Calls Change
+$696K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$18.7M
2
BFG
Beacon Financial Group
Texas
+$16.1M
3
Bank of America
Bank of America
North Carolina
+$13.8M
4
CRC
Curi RMB Capital
Illinois
+$11.3M
5
BEC
Blue Edge Capital
Virginia
+$8.72M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$7.26M
2
PAG
Private Advisor Group
New Jersey
-$4.56M
3
Jane Street
Jane Street
New York
-$2.59M
4
TSS
Two Sigma Securities
New York
-$1.13M
5
LYV
Live Your Vision
Pennsylvania
-$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Breiter Capital Management
Florida
$1.57M +$1.57M +37,828 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.43M +$257K +6,193 +22%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.42M -$141K -3,394 -9%
LNC
54
Lincoln National Corp
Pennsylvania
$1.31M +$862K +20,791 +191%
IFA
55
Interactive Financial Advisors
Illinois
$1.23M -$110K -2,651 -8%
SMFS
56
Squar Milner Financial Services
California
$1.2M +$1.2M +27,151 New
BCI
57
Brinker Capital Investments
Pennsylvania
$1.17M -$40.9K -988 -3%
OIA
58
Optimum Investment Advisors
Illinois
$1.09M +$184K +4,443 +20%
AG
59
Advisor Group
Arizona
$1.03M +$470K +11,347 +84%
IWM
60
IHT Wealth Management
Illinois
$896K +$839K +19,772 +1,476%
FAAS
61
First Allied Advisory Services
California
$864K +$61.5K +1,482 +8%
KA
62
Kovack Advisors
Florida
$859K +$5.63K +136 +0.7%
NCM
63
Novare Capital Management
North Carolina
$823K +$191K +4,607 +30%
CG
64
Colony Group
Massachusetts
$752K – – –
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$742K +$66.8K +1,612 +10%
CCM
66
Colorado Capital Management
Colorado
$737K +$10K +242 +1%
FCIM
67
Fairview Capital Investment Management
California
$638K – – –
Brown Advisory
68
Brown Advisory
Maryland
$625K +$104K +2,500 +20%
UR
69
USCA RIA
Texas
$610K -$25.3K -610 -4%
OC
70
Oppenheimer & Co
New York
$565K +$253K +6,105 +81%
SDWMA
71
Schneider Downs Wealth Management Advisors
Pennsylvania
$466K +$7.54K +182 +2%
DAM
72
Deltec Asset Management
New York
$414K – – –
RCAG
73
Rehmann Capital Advisory Group
Michigan
$414K +$27.4K +661 +7%
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$372K +$141K +3,400 +61%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$369K +$103K +2,496 +39%
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