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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

212 hedge funds and large institutions have $1.83B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 21 closing their positions.

Holders
212
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.66%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.37%
New
20
Increased
96
Reduced
58
Closed
21
Calls
–
Puts
$32M
Net Calls
-$32M
Net Calls Change
-$2.78M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Ameriprise
2
Ameriprise
Minnesota
$38M
3
AG
3
Advisor Group
Arizona
$14.9M
4
LPL Financial
4
LPL Financial
California
$48.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$345M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
CGFA
3
Colton Groome Financial Advisors
North Carolina
$940K
4
BFG
4
Beacon Financial Group
Texas
$39.2M
5
IDA
5
Intelligence Driven Advisers
California
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Silvercrest Asset Management
New York
$1.55M +$268K +5,949 +21%
DAS
77
Dynamic Advisor Solutions
Arizona
$1.5M -$211K -4,675 -12%
WWM
78
Windsor Wealth Management
Indiana
$1.45M +$487K +11,158 +50%
BCI
79
Brinker Capital Investments
Pennsylvania
$1.39M +$31.2K +691 +2%
AWM
80
AE Wealth Management
Kansas
$1.35M +$138K +3,064 +11%
CA
81
Clearstead Advisors
Ohio
$1.29M +$141K +3,121 +12%
AIA
82
Avalon Investment & Advisory
Texas
$1.22M – – –
NCM
83
Novare Capital Management
North Carolina
$1.17M -$116K -2,570 -9%
OAM
84
Occidental Asset Management
California
$1.09M +$1.09M +24,249 New
CG
85
Colony Group
Massachusetts
$1.09M +$4.64K +103 +0.4%
Bank of Nova Scotia
86
Bank of Nova Scotia
Ontario, Canada
$1.08M -$107K -2,379 -9%
TRCT
87
Tower Research Capital (TRC)
New York
$1.07M +$115K +2,561 +12%
CL
88
CPWM LLC
Washington
$1.06M +$5.41K +120 +0.5%
SS
89
Simplicity Solutions
Minnesota
$1.05M +$138K +3,064 +15%
SPIA
90
Steward Partners Investment Advisory
New York
$1.03M +$296K +6,555 +40%
NFC
91
Northeast Financial Consultants
Connecticut
$1.01M +$676 +15 +0.1%
EVM
92
Eaton Vance Management
Massachusetts
$1.01M +$78.1K +1,733 +8%
WCM
93
WealthBridge Capital Management
Ohio
$1.01M +$590K +13,078 +142%
AWCI
94
Alpine Woods Capital Investors
New York
$947K – – –
PWAP
95
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$946K -$1.04M -23,039 -52%
CGFA
96
Colton Groome Financial Advisors
North Carolina
$940K -$9.53M -202,688 -91%
HR
97
Hayden Royal
North Carolina
$939K -$62.3K -1,388 -6%
BMA
98
Brooks Moore & Associates
Tennessee
$927K +$5.14K +114 +0.6%
Brown Advisory
99
Brown Advisory
Maryland
$904K +$14.3K +316 +2%
MFG
100
Merit Financial Group
Georgia
$901K +$901K +19,972 New
2 3
4
5 6