DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

149 hedge funds and large institutions have $1.34B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
21
Increased
55
Reduced
47
Closed
9
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
-$518K

Top Buyers

1
OCM
1
One Capital Management
California
$18M
2
Morgan Stanley
2
Morgan Stanley
New York
$77M
3
DLIC
3
Daido Life Insurance Company
Japan
$13.7M
4
Ameriprise
4
Ameriprise
Minnesota
$12.1M
5
RJA
5
Raymond James & Associates
Florida
$7.04M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$0
2
VWM
2
Venturi Wealth Management
Texas
$0
3
LPL Financial
3
LPL Financial
California
$32.9M
4
Wells Fargo
4
Wells Fargo
California
$20.6M
5
Jane Street
5
Jane Street
New York
$893K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$575K +$5.78K +141 +1%
FCIM
77
Fairview Capital Investment Management
California
$568K +$23.7K +579 +4%
TSWM
78
Triangle Securities Wealth Management
North Carolina
$558K +$27.3K +665 +5%
Citadel Advisors
79
Citadel Advisors
Florida
$478K +$478K +11,650 New
MML Investors Services
80
MML Investors Services
Massachusetts
$434K +$133K +3,237 +44%
WBG
81
Wharton Business Group
Pennsylvania
$430K +$122K +2,984 +40%
WSFS
82
Wilmington Savings Fund Society
Delaware
$422K +$110K +2,676 +35%
SG Americas Securities
83
SG Americas Securities
New York
$415K +$415K +10,122 New
DAM
84
Deltec Asset Management
New York
$410K – – –
PFS
85
Prospera Financial Services
Texas
$388K -$5.9K -144 -1%
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$368K -$1.84K -45 -0.5%
GHA
87
GW Henssler & Associates
Georgia
$346K +$26.4K +643 +8%
GAM
88
Garrison Asset Management
Arkansas
$331K +$9.11K +222 +3%
IFA
89
Interactive Financial Advisors
Illinois
$319K -$199K -4,861 -38%
BCA
90
Bay Colony Advisors
Massachusetts
$304K +$304K +7,405 New
IA
91
IFP Advisors
Florida
$294K +$202K +4,932 +220%
CT
92
CPF Texas
Texas
$284K +$5.53K +135 +2%
SPC
93
Sigma Planning Corp
Michigan
$282K -$5.86K -143 -2%
EA
94
Edge Advisors
Georgia
$282K – – –
Bank of New York Mellon
95
Bank of New York Mellon
New York
$282K +$282K +6,866 New
SFP
96
Shepherd Financial Partners
Massachusetts
$282K +$282K +6,867 New
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$282K +$282K +6,886 New
CM
98
Capital Management
Virginia
$275K -$24.6K -600 -8%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$266K – – –
HFS
100
HL Financial Services
Kentucky
$261K -$6.72K -164 -3%
2 3
4
5 6