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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

149 hedge funds and large institutions have $1.34B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
21
Increased
55
Reduced
47
Closed
9
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
-$518K

Top Buyers

1
OCM
1
One Capital Management
California
$18M
2
Morgan Stanley
2
Morgan Stanley
New York
$77M
3
DLIC
3
Daido Life Insurance Company
Japan
$13.7M
4
Ameriprise
4
Ameriprise
Minnesota
$12.1M
5
RJA
5
Raymond James & Associates
Florida
$7.04M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$0
2
VWM
2
Venturi Wealth Management
Texas
$0
3
LPL Financial
3
LPL Financial
California
$32.9M
4
Wells Fargo
4
Wells Fargo
California
$20.6M
5
Jane Street
5
Jane Street
New York
$893K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
51
Ahrens Investment Partners
Louisiana
$1.37M -$942K -22,975 -41%
SWM
52
Sequoia Wealth Management
Illinois
$1.23M +$75.7K +1,840 +7%
SMFS
53
Squar Milner Financial Services
California
$1.2M +$18.2K +445 +2%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.18M +$52.3K +1,276 +5%
BHB
55
Bank Hapoalim BM
Israel
$1.1M -$427K -10,419 -28%
IWM
56
IHT Wealth Management
Illinois
$1.04M +$96.9K +2,363 +10%
EVM
57
Eaton Vance Management
Massachusetts
$1.03M -$1.44K -35 -0.1%
CF
58
Centaurus Financial
California
$1.03M +$1.03M +24,986 New
NCM
59
Novare Capital Management
North Carolina
$996K +$36.3K +886 +4%
SAM
60
Silvercrest Asset Management
New York
$959K +$8.78K +214 +0.9%
AG
61
Advisor Group
Arizona
$929K +$64K +1,559 +7%
KA
62
Kovack Advisors
Florida
$921K +$921K +22,465 New
RCAG
63
Rehmann Capital Advisory Group
Michigan
$894K +$474K +11,554 +113%
Jane Street
64
Jane Street
New York
$893K -$4.18M -101,948 -82%
CWM
65
Cornerstone Wealth Management
Missouri
$860K +$860K +35,329 New
FHA
66
Flagship Harbor Advisors
Massachusetts
$819K +$518K +12,648 +172%
CCM
67
Colorado Capital Management
Colorado
$788K -$7.09K -173 -0.9%
S
68
SignatureFD
Georgia
$773K +$773K +18,843 New
CG
69
Colony Group
Massachusetts
$748K +$2.3K +56 +0.3%
LNC
70
Lincoln National Corp
Pennsylvania
$733K -$107K -2,614 -13%
AI
71
Atria Investments
North Carolina
$658K +$658K +16,049 New
FAAS
72
First Allied Advisory Services
California
$620K -$345K -8,362 -36%
Brown Advisory
73
Brown Advisory
Maryland
$614K -$4.88K -119 -0.8%
UR
74
USCA RIA
Texas
$613K +$41 +1 +0%
Goldman Sachs
75
Goldman Sachs
New York
$607K +$374K +9,105 +160%
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