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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

100 hedge funds and large institutions have $883M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
21
Increased
39
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$333M
2
CCA
2
Clearwater Capital Advisors
Illinois
$20.8M
3
Bank of America
3
Bank of America
North Carolina
$141M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$11M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.45M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.2M
2
BFM
2
Boston Financial Management
Massachusetts
$25.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.3M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
BC
5
Brinker Capital
Pennsylvania
$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$117K – – –
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$111K +$111K +3,131 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$91K – – –
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$88K – – –
ST
80
Smithfield Trust
Pennsylvania
$85K – – –
CAL
81
Capital Advisors Ltd
Ohio
$84K – – –
PB
82
Pinnacle Bancorp
Nebraska
$76K +$76K +2,135 New
PCP
83
Proficio Capital Partners
Massachusetts
$72K – – –
RCG
84
Ruggie Capital Group
Florida
$65K +$65K +1,830 New
CFS
85
Commonwealth Financial Services
West Virginia
$52K – – –
WEC
86
Winslow Evans & Crocker
Massachusetts
$42.6K +$35.5K +1,000 +500%
BAM
87
Barrett Asset Management
New York
$37K +$37K +1,050 New
WA
88
WFG Advisors
Texas
$32K +$32K +900 New
CPIG
89
Chicago Partners Investment Group
Illinois
$30K – – –
GWM
90
Geneos Wealth Management
Colorado
$21K – – –
DADC
91
D.A. Davidson & Co
Montana
$14K – – –
GEA
92
Glen Eagle Advisors
New Jersey
$7.11K – – –
YWP
93
YorkBridge Wealth Partners
New York
$6K – – –
BlackRock
94
BlackRock
New York
$6K – – –
CFD
95
Creative Financial Designs
Indiana
$6K – – –
ASN
96
Advisory Services Network
Georgia
$5K +$5K +135 New
EWM
97
Evercore Wealth Management
New York
$3K – – –
JCM
98
Jacobi Capital Management
Pennsylvania
$2K – – –
SEI Investments
99
SEI Investments
Pennsylvania
$2K +$2K +49 New
Baird Financial Group
100
Baird Financial Group
Wisconsin
– -$1.64M -49,394 Closed
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