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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

203 hedge funds and large institutions have $1.67B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
4.4%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
35
Increased
74
Reduced
57
Closed
16
Calls
–
Puts
$17.3M
Net Calls
-$17.3M
Net Calls Change
-$17.3M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$9.38M
3
IDA
Intelligence Driven Advisers
California
+$7.56M
4
RJA
Raymond James & Associates
Florida
+$5.01M
5
BAAM
Baker Avenue Asset Management
California
+$4.76M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$12.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.81M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.73M
4
CFA
Carroll Financial Associates
North Carolina
-$6.01M
5
UBS Group
UBS Group
Switzerland
-$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$3.55M +$3.55M +82,511 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$3.48M -$1.59M -36,796 -31%
CCT
53
Country Club Trust
Missouri
$3.2M -$1.5M -34,750 -32%
PCIA
54
Prime Capital Investment Advisors
Kansas
$2.73M +$742K +17,238 +37%
GFPC
55
Global Financial Private Capital
Florida
$2.69M -$98.8K -2,294 -4%
PMG
56
ProVise Management Group
Florida
$2.64M +$797K +18,520 +43%
UCFA
57
United Capital Financial Advisors
Texas
$2.6M +$307K +7,126 +13%
BHB
58
Bank Hapoalim BM
Israel
$2.55M +$679K +15,770 +36%
ACG
59
Allen Capital Group
Nebraska
$2.52M -$75.4K -1,751 -3%
AG
60
Advisor Group
Arizona
$2.14M -$147K -3,402 -6%
FHA
61
Flagship Harbor Advisors
Massachusetts
$2.11M +$346K +8,035 +20%
PWAP
62
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.95M – – –
Stifel Financial
63
Stifel Financial
Missouri
$1.9M +$63.9K +1,483 +3%
AIM
64
Aspen Investment Management
Michigan
$1.73M -$76.3K -1,771 -4%
OIA
65
Optimum Investment Advisors
Illinois
$1.59M -$30.2K -700 -2%
SWM
66
Sequoia Wealth Management
Illinois
$1.55M +$5.92K +137 +0.4%
BWL
67
Bogart Wealth LLC
Virginia
$1.53M +$1.53M +35,624 New
HFS
68
Howard Financial Services
Texas
$1.49M +$1.07M +24,787 +252%
FAAS
69
First Allied Advisory Services
California
$1.49M +$1.04M +24,179 +233%
BTS
70
BB&T Securities
Virginia
$1.47M +$1.47M +34,113 New
SMFS
71
Squar Milner Financial Services
California
$1.41M +$191K +4,432 +16%
BCM
72
Breiter Capital Management
Florida
$1.41M +$858K +21,255 +156%
BCI
73
Brinker Capital Investments
Pennsylvania
$1.38M +$5.68K +132 +0.4%
CCP
74
Cardan Capital Partners
Colorado
$1.36M -$196K -4,561 -13%
MBT
75
Montecito Bank & Trust
California
$1.35M -$408K -9,479 -23%
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