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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 %
Goldman Sachs
101
Goldman Sachs
New York
$637K -$3.95M -91,759 -86%
OC
102
Oppenheimer & Co
New York
$626K +$21.5K +500 +4%
SPIA
103
Steward Partners Investment Advisory
New York
$602K +$602K +13,983 New
UR
104
USCA RIA
Texas
$580K -$560 -13 -0.1%
WWM
105
Western Wealth Management
Colorado
$558K +$558K +12,950 New
TSWM
106
Triangle Securities Wealth Management
North Carolina
$524K -$3.88K -90 -0.7%
LC
107
Lindbrook Capital
California
$523K – – –
CWM
108
CCG Wealth Management
California
$507K -$182K -4,230 -26%
WBG
109
Wharton Business Group
Pennsylvania
$496K +$34.7K +805 +8%
WWM
110
Windsor Wealth Management
Indiana
$452K +$91.3K +2,122 +25%
GAM
111
Garrison Asset Management
Arkansas
$449K +$97.6K +2,268 +28%
WSFS
112
Wilmington Savings Fund Society
Delaware
$433K +$7.97K +185 +2%
DAS
113
Dynamic Advisor Solutions
Arizona
$427K +$427K +9,927 New
PFS
114
Prospera Financial Services
Texas
$423K +$1.67K +38 +0.4%
GHA
115
GW Henssler & Associates
Georgia
$422K +$12.8K +297 +3%
CWS
116
Cypress Wealth Services
California
$416K -$533K -12,371 -56%
DAM
117
Deltec Asset Management
New York
$409K -$21.5K -500 -5%
VF
118
Virtu Financial
New York
$400K -$1.27M -29,473 -76%
SS
119
Simplicity Solutions
Minnesota
$359K +$359K +8,345 New
SC
120
Slow Capital
California
$356K +$356K +8,267 New
Creative Planning
121
Creative Planning
Kansas
$336K -$197K -4,559 -37%
BCA
122
Bay Colony Advisors
Massachusetts
$334K – – –
AIP
123
Ahrens Investment Partners
Louisiana
$316K -$372K -8,650 -54%
SPC
124
Sigma Planning Corp
Michigan
$308K -$27.6K -640 -8%
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$303K -$5.82K -135 -2%
3 4
5
6 7