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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

212 hedge funds and large institutions have $1.83B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.66%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.37%
New
20
Increased
96
Reduced
58
Closed
21
Calls
–
Puts
$32M
Net Calls
-$32M
Net Calls Change
-$2.78M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Ameriprise
2
Ameriprise
Minnesota
$38M
3
AG
3
Advisor Group
Arizona
$14.9M
4
LPL Financial
4
LPL Financial
California
$48.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$345M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
CGFA
3
Colton Groome Financial Advisors
North Carolina
$940K
4
BFG
4
Beacon Financial Group
Texas
$39.2M
5
IDA
5
Intelligence Driven Advisers
California
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$4.89M +$225 +5 +0%
GLA
52
Good Life Advisors
Pennsylvania
$4.8M +$51.3K +1,137 +1%
CFA
53
Cahill Financial Advisors
Minnesota
$4.78M +$106K +2,347 +2%
HCM
54
Hengehold Capital Management
Ohio
$4.43M -$140K -3,110 -3%
SF
55
Synovus Financial
Georgia
$4.25M +$114K +2,520 +3%
IA
56
IFP Advisors
Florida
$4.1M +$4.1M +91,384 New
PCIA
57
Prime Capital Investment Advisors
Kansas
$3.78M +$513K +11,389 +16%
FAAS
58
First Allied Advisory Services
California
$3.25M +$691K +15,323 +27%
Stifel Financial
59
Stifel Financial
Missouri
$3.11M +$112K +2,481 +4%
UCFA
60
United Capital Financial Advisors
Texas
$3.07M +$177K +3,925 +6%
CPA
61
Capital Planning Advisors
California
$3.04M -$2.53M -56,186 -45%
SWM
62
Strategic Wealth Management
Washington
$2.85M -$89.9K -1,994 -3%
CCT
63
Country Club Trust
Missouri
$2.81M -$251K -5,600 -8%
ACG
64
Allen Capital Group
Nebraska
$2.35M -$69.7K -1,582 -3%
FHA
65
Flagship Harbor Advisors
Massachusetts
$2.18M -$62.5K -1,387 -3%
LF
66
Lantz Financial
Illinois
$2.14M +$340K +7,780 +19%
Jane Street
67
Jane Street
New York
$2.02M -$1.05M -23,249 -34%
HFS
68
Howard Financial Services
Texas
$1.9M +$336K +7,441 +21%
SWM
69
Sequoia Wealth Management
Illinois
$1.82M +$727K +16,023 +66%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.77M -$3.47K -77 -0.2%
CCP
71
Cardan Capital Partners
Colorado
$1.75M +$113K +2,510 +7%
AIM
72
Aspen Investment Management
Michigan
$1.7M -$112K -2,485 -6%
OIA
73
Optimum Investment Advisors
Illinois
$1.68M -$34.5K -765 -2%
OWA
74
Outlook Wealth Advisors
Texas
$1.59M -$30.5K -677 -2%
BRWA
75
B. Riley Wealth Advisors
Florida
$1.56M +$301K +6,673 +24%
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3
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