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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

137 hedge funds and large institutions have $1.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
18
Increased
64
Reduced
32
Closed
14
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$216K

Top Buyers

1
TLIC
1
Taiyo Life Insurance Company
Japan
$34.3M
2
BFG
2
Beacon Financial Group
Texas
$36.3M
3
Bank of America
3
Bank of America
North Carolina
$223M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$447M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$8.52M
2
UBS Group
2
UBS Group
Switzerland
$39.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BFM
4
Boston Financial Management
Massachusetts
$32.7M
5
KA
5
Kovack Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$122K -$11K -273 -8%
TFO
102
Tarbox Family Office
California
$116K – – –
AIM
103
Arcadia Investment Management
Michigan
$101K – – –
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$96K -$112K -2,773 -54%
SWPG
105
Strategic Wealth Partners Group
Illinois
$94.4K +$94.4K +2,337 New
Deutsche Bank
106
Deutsche Bank
Germany
$94K +$94K +2,344 New
IA
107
IFP Advisors
Florida
$93K – – –
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$90K +$729 +18 +0.8%
FA
109
Fortis Advisors
Pennsylvania
$86K +$690 +17 +0.8%
CAL
110
Capital Advisors Ltd
Ohio
$82K – – –
HNB
111
Huntington National Bank
Ohio
$81K -$104K – –
PCP
112
Proficio Capital Partners
Massachusetts
$81K – – –
RCG
113
Ruggie Capital Group
Florida
$74K – – –
WDL
114
Well Done LLC
Michigan
$70K +$70K +1,744 New
CPIG
115
Chicago Partners Investment Group
Illinois
$66K +$2.16K +53 +3%
GEA
116
Glen Eagle Advisors
New Jersey
$36.3K +$20.2K +500 +125%
ADL
117
Asset Dedication LLC
California
$36K +$36K +900 New
BAM
118
Barrett Asset Management
New York
$32K – – –
PGWM
119
Parisi Gray Wealth Management
New Jersey
$29K +$29K +732 New
SFSIG
120
San Francisco Sentry Investment Group
California
$28K – – –
RFC
121
Regions Financial Corp
Alabama
$24K – – –
SFM
122
Signet Financial Management
New Jersey
$24K +$24K +600 New
AIP
123
Ameritas Investment Partners
Nebraska
$22K +$40 +1 +0.2%
PCA
124
Providence Capital Advisors
North Carolina
$20K -$1.2K -30 -6%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$15K – – –
2 3 4
5
6