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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

214 hedge funds and large institutions have $1.72B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
30
Increased
90
Reduced
53
Closed
17
Calls
–
Puts
$29.2M
Net Calls
-$29.2M
Net Calls Change
-$12M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$24.5M
2
Bank of America
2
Bank of America
North Carolina
$316M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.4M
4
RVPG
4
Relative Value Partners Group
$29.8M
5
AW
5
ACG Wealth
Georgia
$6.98M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$366M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$26.2M
3
QA
3
Quantitative Advantage
Minnesota
$0
4
IDA
4
Intelligence Driven Advisers
California
$16.4M
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
76
Outlook Wealth Advisors
Texas
$1.57M +$523K +11,968 +50%
BWL
77
Bogart Wealth LLC
Virginia
$1.54M -$14.5K -332 -0.9%
HFS
78
Howard Financial Services
Texas
$1.52M +$5.41K +124 +0.4%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$1.41M +$83.9K +1,923 +6%
MBT
80
Montecito Bank & Trust
California
$1.33M -$36.6K -839 -3%
BCI
81
Brinker Capital Investments
Pennsylvania
$1.32M -$78.7K -1,804 -6%
SAM
82
Silvercrest Asset Management
New York
$1.24M +$36.2K +829 +3%
NCM
83
Novare Capital Management
North Carolina
$1.24M -$9.39K -215 -0.8%
BRWA
84
B. Riley Wealth Advisors
Florida
$1.21M +$89.3K +2,046 +8%
AIA
85
Avalon Investment & Advisory
Texas
$1.18M +$190K +4,355 +19%
AWM
86
AE Wealth Management
Kansas
$1.17M +$938K +21,481 +403%
Bank of Nova Scotia
87
Bank of Nova Scotia
Ontario, Canada
$1.15M +$1.15M +26,258 New
CA
88
Clearstead Advisors
Ohio
$1.11M +$137K +3,141 +14%
SWM
89
Sequoia Wealth Management
Illinois
$1.07M -$525K -11,819 -33%
MML Investors Services
90
MML Investors Services
Massachusetts
$1.06M -$21.9K -503 -2%
CG
91
Colony Group
Massachusetts
$1.05M +$93.9K +2,151 +10%
CL
92
CPWM LLC
Washington
$1.02M +$150K +3,434 +17%
NFC
93
Northeast Financial Consultants
Connecticut
$977K +$524 +12 +0.1%
HR
94
Hayden Royal
North Carolina
$974K -$97.1K -2,225 -9%
WWM
95
Windsor Wealth Management
Indiana
$974K +$512K +11,655 +111%
IWM
96
IHT Wealth Management
Illinois
$931K +$85.9K +1,968 +10%
TRCT
97
Tower Research Capital (TRC)
New York
$925K -$187K -4,292 -17%
AWCI
98
Alpine Woods Capital Investors
New York
$917K – – –
EVM
99
Eaton Vance Management
Massachusetts
$902K -$359K -8,219 -28%
BMA
100
Brooks Moore & Associates
Tennessee
$892K +$611 +14 +0.1%
2 3
4
5 6