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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

164 hedge funds and large institutions have $1.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
25
Increased
60
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFA
1
Huber Financial Advisors
Illinois
$5.96M
2
Bank of America
2
Bank of America
North Carolina
$252M
3
UBS Group
3
UBS Group
Switzerland
$50.7M
4
CAN
4
Cetera Advisor Networks
California
$5.43M
5
PAG
5
Private Advisor Group
New Jersey
$7.79M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$26.4M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$491M
3
CA
3
Clearstead Advisors
Ohio
$1.78M
4
TRCT
4
Tower Research Capital (TRC)
New York
$389K
5
PMG
5
ProVise Management Group
Florida
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$702K -$8.99K -203 -1%
IA
77
IFP Advisors
Florida
$675K +$357K +8,060 +112%
CCM
78
Colorado Capital Management
Colorado
$668K -$184K -4,142 -22%
OC
79
Oppenheimer & Co
New York
$623K – – –
UR
80
USCA RIA
Texas
$620K -$42K -949 -6%
MML Investors Services
81
MML Investors Services
Massachusetts
$617K +$147K +3,323 +31%
Brown Advisory
82
Brown Advisory
Maryland
$607K -$56.4K -1,272 -9%
Goldman Sachs
83
Goldman Sachs
New York
$605K -$50.9K -1,149 -8%
FCIM
84
Fairview Capital Investment Management
California
$603K -$11.1K -250 -2%
TSWM
85
Triangle Securities Wealth Management
North Carolina
$600K -$2.66K -60 -0.4%
FAAS
86
First Allied Advisory Services
California
$537K -$125K -2,845 -19%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$456K +$151K +3,403 +49%
GHA
88
GW Henssler & Associates
Georgia
$455K +$81.2K +1,833 +22%
DAM
89
Deltec Asset Management
New York
$443K – – –
WSFS
90
Wilmington Savings Fund Society
Delaware
$437K -$19.1K -430 -4%
WBG
91
Wharton Business Group
Pennsylvania
$429K -$36.6K -825 -8%
VF
92
Virtu Financial
New York
$426K +$426K +9,607 New
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$391K -$6.86K -155 -2%
TRCT
94
Tower Research Capital (TRC)
New York
$389K -$1.48M -33,470 -79%
PFS
95
Prospera Financial Services
Texas
$376K -$12.3K -299 -3%
Citadel Advisors
96
Citadel Advisors
Florida
$366K -$151K -3,405 -29%
Renaissance Technologies
97
Renaissance Technologies
New York
$359K +$359K +8,100 New
GAM
98
Garrison Asset Management
Arkansas
$358K +$44 +1 +0%
SPC
99
Sigma Planning Corp
Michigan
$354K +$49.2K +1,111 +16%
BCA
100
Bay Colony Advisors
Massachusetts
$342K +$13.6K +307 +4%
2 3
4
5 6