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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

137 hedge funds and large institutions have $1.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
18
Increased
64
Reduced
32
Closed
14
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$216K

Top Buyers

1
TLIC
1
Taiyo Life Insurance Company
Japan
$34.3M
2
BFG
2
Beacon Financial Group
Texas
$36.3M
3
Bank of America
3
Bank of America
North Carolina
$223M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$447M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$8.52M
2
UBS Group
2
UBS Group
Switzerland
$39.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BFM
4
Boston Financial Management
Massachusetts
$32.7M
5
KA
5
Kovack Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
76
Interactive Financial Advisors
Illinois
$510K -$686K -16,998 -57%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$413K +$10K +249 +2%
DAM
78
Deltec Asset Management
New York
$404K – – –
PFS
79
Prospera Financial Services
Texas
$388K +$162K +4,008 +71%
NWP
80
Northstar Wealth Partners
Connecticut
$367K +$26.4K +655 +8%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$364K +$1.21K +30 +0.3%
GAM
82
Garrison Asset Management
Arkansas
$317K -$16.7K -412 -5%
GHA
83
GW Henssler & Associates
Georgia
$315K -$22.7K -561 -7%
WSFS
84
Wilmington Savings Fund Society
Delaware
$307K +$81.6K +2,025 +36%
WBG
85
Wharton Business Group
Pennsylvania
$303K – – –
MML Investors Services
86
MML Investors Services
Massachusetts
$297K +$297K +7,358 New
CM
87
Capital Management
Virginia
$295K -$44.4K -1,100 -13%
FHA
88
Flagship Harbor Advisors
Massachusetts
$290K +$290K +7,341 New
SPC
89
Sigma Planning Corp
Michigan
$283K -$21.7K -538 -7%
EA
90
Edge Advisors
Georgia
$278K – – –
CT
91
CPF Texas
Texas
$274K -$2.94K -73 -1%
HFS
92
HL Financial Services
Kentucky
$264K +$264K +6,535 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$262K +$22K +546 +9%
LPT
94
Legacy Private Trust
Wisconsin
$232K – – –
Goldman Sachs
95
Goldman Sachs
New York
$230K +$230K +5,689 New
NFG
96
Next Financial Group
Texas
$206K +$206K +5,107 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$182K +$54K +1,374 +42%
ST
98
Smithfield Trust
Pennsylvania
$148K +$51K +1,262 +53%
SPIA
99
Steward Partners Investment Advisory
New York
$143K +$522 +13 +0.4%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$125K -$127K -3,143 -50%
2 3
4
5 6