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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

203 hedge funds and large institutions have $1.67B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
4.4%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
35
Increased
74
Reduced
57
Closed
16
Calls
–
Puts
$17.3M
Net Calls
-$17.3M
Net Calls Change
-$17.3M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$9.38M
3
IDA
Intelligence Driven Advisers
California
+$7.56M
4
RJA
Raymond James & Associates
Florida
+$5.01M
5
BAAM
Baker Avenue Asset Management
California
+$4.76M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$12.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.81M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.73M
4
CFA
Carroll Financial Associates
North Carolina
-$6.01M
5
UBS Group
UBS Group
Switzerland
-$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$1.31M +$1.31M +30,325 New
EVM
77
Eaton Vance Management
Massachusetts
$1.24M -$9.69K -225 -0.8%
NCM
78
Novare Capital Management
North Carolina
$1.23M +$150K +3,480 +14%
SAM
79
Silvercrest Asset Management
New York
$1.19M -$131K -3,031 -10%
LF
80
Lantz Financial
Illinois
$1.13M +$1.13M +26,192 New
BRWA
81
B. Riley Wealth Advisors
Florida
$1.11M +$294K +6,829 +36%
TRCT
82
Tower Research Capital (TRC)
New York
$1.1M +$1.06M +24,708 +3,112%
MML Investors Services
83
MML Investors Services
Massachusetts
$1.07M +$277K +6,437 +35%
HR
84
Hayden Royal
North Carolina
$1.06M +$1.06M +24,533 New
OWA
85
Outlook Wealth Advisors
Texas
$1.03M +$721K +16,751 +234%
AIA
86
Avalon Investment & Advisory
Texas
$980K +$980K +22,765 New
NFC
87
Northeast Financial Consultants
Connecticut
$963K +$258 +6 +0%
CA
88
Clearstead Advisors
Ohio
$957K -$102K -2,370 -10%
CG
89
Colony Group
Massachusetts
$946K +$1.85K +43 +0.2%
AWCI
90
Alpine Woods Capital Investors
New York
$904K – – –
MA
91
MONECO Advisors
Connecticut
$894K +$894K +20,757 New
BMA
92
Brooks Moore & Associates
Tennessee
$880K +$211K +4,900 +32%
WCM
93
WealthBridge Capital Management
Ohio
$866K +$469K +10,889 +118%
CL
94
CPWM LLC
Washington
$857K +$857K +19,900 New
Brown Advisory
95
Brown Advisory
Maryland
$849K +$12.2K +283 +1%
KA
96
Kovack Advisors
Florida
$844K -$72.4K -1,681 -8%
IWM
97
IHT Wealth Management
Illinois
$834K -$70.7K -1,642 -8%
PSG
98
Planning Solutions Group
Maryland
$751K +$116K +2,697 +18%
FHA
99
First Horizon Advisors
Tennessee
$666K +$74.9K +1,740 +13%
CCM
100
Colorado Capital Management
Colorado
$661K +$12.7K +295 +2%
2 3
4
5 6