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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

137 hedge funds and large institutions have $1.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
18
Increased
64
Reduced
32
Closed
14
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$216K

Top Buyers

1
TLIC
Taiyo Life Insurance Company
Japan
$34.3M
2
BFG
Beacon Financial Group
Texas
$36.3M
3
Bank of America
Bank of America
North Carolina
$223M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$447M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.8M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.52M
2
UBS Group
UBS Group
Switzerland
$39.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
BFM
Boston Financial Management
Massachusetts
$32.7M
5
KA
Kovack Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.85M -$162K -4,022 -8%
AA
52
Ancora Advisors
Ohio
$1.85M -$24K -595 -1%
PWAP
53
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.81M -$390K -9,660 -18%
OIA
54
Optimum Investment Advisors
Illinois
$1.59M +$530K +13,117 +50%
BHB
55
Bank Hapoalim BM
Israel
$1.5M +$254K +6,297 +20%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.46M +$71K +1,759 +5%
BCM
57
Breiter Capital Management
Florida
$1.41M -$120K -2,983 -8%
SMFS
58
Squar Milner Financial Services
California
$1.16M +$67.4K +1,671 +6%
SWM
59
Sequoia Wealth Management
Illinois
$1.13M -$393K -9,711 -26%
BCI
60
Brinker Capital Investments
Pennsylvania
$1.11M -$39.2K -972 -3%
EVM
61
Eaton Vance Management
Massachusetts
$1.01M +$748K +18,551 +284%
FAAS
62
First Allied Advisory Services
California
$945K +$104K +2,579 +12%
NCM
63
Novare Capital Management
North Carolina
$944K +$143K +3,539 +18%
SAM
64
Silvercrest Asset Management
New York
$935K +$935K +23,173 New
TRCT
65
Tower Research Capital (TRC)
New York
$927K +$894K +22,150 +2,711%
IWM
66
IHT Wealth Management
Illinois
$907K +$75K +1,902 +9%
AG
67
Advisor Group
Arizona
$850K -$152K -3,760 -15%
LNC
68
Lincoln National Corp
Pennsylvania
$827K -$453K -11,208 -35%
CCM
69
Colorado Capital Management
Colorado
$782K +$64.3K +1,594 +9%
CG
70
Colony Group
Massachusetts
$734K +$1.82K +45 +0.2%
Brown Advisory
71
Brown Advisory
Maryland
$609K – – –
UR
72
USCA RIA
Texas
$603K +$8.55K +212 +1%
OC
73
Oppenheimer & Co
New York
$561K +$10.8K +268 +2%
FCIM
74
Fairview Capital Investment Management
California
$535K -$86.1K -2,137 -14%
TSWM
75
Triangle Securities Wealth Management
North Carolina
$522K +$190K +4,700 +57%
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