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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 %
IFA
101
Interactive Financial Advisors
Illinois
$320K -$24.1K -545 -7%
CT
102
CPF Texas
Texas
$307K – – –
FA
103
Fortis Advisors
Pennsylvania
$305K +$211K +4,743 +223%
CM
104
Capital Management
Virginia
$297K – – –
Bank of New York Mellon
105
Bank of New York Mellon
New York
$288K -$16K -361 -5%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$288K – – –
HFS
107
HL Financial Services
Kentucky
$284K +$1.42K +32 +0.5%
SFP
108
Shepherd Financial Partners
Massachusetts
$282K – – –
FHA
109
First Horizon Advisors
Tennessee
$266K +$53K +1,197 +25%
FFS
110
Founders Financial Securities
Maryland
$266K +$266K +5,995 New
CA
111
Commerzbank Aktiengesellschaft
Germany
$266K +$266K +6,000 New
SWP
112
Stratos Wealth Partners
Ohio
$265K +$265K +5,975 New
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$262K – – –
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$257K +$257K +5,790 New
LPT
115
Legacy Private Trust
Wisconsin
$250K -$5.32K -120 -2%
CAM
116
Covenant Asset Management
New Jersey
$248K +$248K +5,597 New
PWM
117
Perigon Wealth Management
California
$241K +$241K +5,431 New
NWP
118
Northstar Wealth Partners
Connecticut
$238K – – –
MCP
119
Mirador Capital Partners
California
$237K +$2.84K +64 +1%
ST
120
Smithfield Trust
Pennsylvania
$235K +$72.6K +1,637 +45%
BTS
121
BB&T Securities
Virginia
$227K +$227K +5,122 New
LNC
122
Lincoln National Corp
Pennsylvania
$223K -$572K -12,851 -72%
AF
123
Allworth Financial
California
$213K -$664 -15 -0.3%
CFA
124
Cahill Financial Advisors
Minnesota
$204K +$204K +4,586 New
IWC
125
Integrated Wealth Concepts
Massachusetts
$204K +$204K +4,590 New
3 4
5
6 7