DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

164 hedge funds and large institutions have $1.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
25
Increased
60
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.84M -$251K -5,656 -12%
PCIA
52
Prime Capital Investment Advisors
Kansas
$1.83M +$1.83M +41,237 New
CA
53
Clearstead Advisors
Ohio
$1.78M -$2.1M -47,415 -54%
OIA
54
Optimum Investment Advisors
Illinois
$1.6M -$21.6K -486 -1%
CCP
55
Cardan Capital Partners
Colorado
$1.51M +$1.51M +33,993 New
SWM
56
Sequoia Wealth Management
Illinois
$1.43M +$108K +2,423 +8%
AIP
57
Ahrens Investment Partners
Louisiana
$1.42M -$58.8K -1,325 -4%
MBT
58
Montecito Bank & Trust
California
$1.41M -$182K -4,102 -11%
BCM
59
Breiter Capital Management
Florida
$1.37M -$144K -3,248 -10%
SAM
60
Silvercrest Asset Management
New York
$1.22M +$186K +4,202 +18%
Jane Street
61
Jane Street
New York
$1.22M +$258K +5,828 +27%
SMFS
62
Squar Milner Financial Services
California
$1.21M -$91K -2,053 -7%
FHA
63
Flagship Harbor Advisors
Massachusetts
$1.2M +$308K +6,924 +35%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$1.19M +$223K +5,026 +23%
NCM
65
Novare Capital Management
North Carolina
$1.18M +$98.9K +2,231 +9%
AIP
66
Almanack Investment Partners
Pennsylvania
$1.17M +$968K +22,459 +486%
BHB
67
Bank Hapoalim BM
Israel
$1.16M -$22.8K -515 -2%
IWM
68
IHT Wealth Management
Illinois
$1.16M +$35.2K +794 +3%
AG
69
Advisor Group
Arizona
$1.09M +$84.6K +1,904 +8%
EVM
70
Eaton Vance Management
Massachusetts
$1.05M -$56.7K -1,280 -5%
BCI
71
Brinker Capital Investments
Pennsylvania
$977K -$293K -6,613 -23%
KA
72
Kovack Advisors
Florida
$959K -$36.5K -823 -4%
CG
73
Colony Group
Massachusetts
$957K +$148K +3,345 +18%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$899K +$899K +20,282 New
S
75
SignatureFD
Georgia
$826K -$9.35K -211 -1%