DGRW icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
KA
101
Kovack Advisors
Florida
$887K +$31.8K +728 +4%
SS
102
Simplicity Solutions
Minnesota
$879K +$515K +11,782 +141%
Brown Advisory
103
Brown Advisory
Maryland
$861K – – –
PSG
104
Planning Solutions Group
Maryland
$811K +$50.6K +1,161 +7%
SMFS
105
Squar Milner Financial Services
California
$780K -$649K -14,860 -45%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$718K -$2.89M -66,072 -80%
SPIA
107
Steward Partners Investment Advisory
New York
$714K +$104K +2,397 +17%
MA
108
MONECO Advisors
Connecticut
$671K -$236K -5,393 -26%
FHA
109
First Horizon Advisors
Tennessee
$671K -$4.5K -103 -0.7%
CCM
110
Colorado Capital Management
Colorado
$657K -$13.8K -317 -2%
Goldman Sachs
111
Goldman Sachs
New York
$590K -$55.2K -1,266 -9%
UR
112
USCA RIA
Texas
$586K -$1.4K -32 -0.2%
WWM
113
Western Wealth Management
Colorado
$579K +$14.6K +335 +3%
GAM
114
Garrison Asset Management
Arkansas
$570K +$114K +2,622 +25%
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$569K +$205K +4,689 +56%
TSWM
116
Triangle Securities Wealth Management
North Carolina
$530K -$6.17K -140 -1%
GHA
117
GW Henssler & Associates
Georgia
$496K +$67.9K +1,554 +16%
WBG
118
Wharton Business Group
Pennsylvania
$480K -$22.9K -525 -5%
Renaissance Technologies
119
Renaissance Technologies
New York
$463K +$214K +4,900 +86%
OC
120
Oppenheimer & Co
New York
$456K -$179K -4,095 -28%
SWP
121
Stratos Wealth Partners
Ohio
$441K +$147K +3,357 +50%
WSFS
122
Wilmington Savings Fund Society
Delaware
$431K -$8.08K -185 -2%
PFS
123
Prospera Financial Services
Texas
$430K +$10.8K +248 +3%
DAM
124
Deltec Asset Management
New York
$415K – – –
Creative Planning
125
Creative Planning
Kansas
$372K +$31.6K +723 +9%
3 4
5
6 7