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

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.52M
2
UBS Group
UBS Group
Switzerland
$39.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
BFM
Boston Financial Management
Massachusetts
$32.7M
5
KA
Kovack Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$13K -$13K -327 -50%
AF
127
Allworth Financial
California
$13K +$13K +332 New
PWAG
128
Polaris Wealth Advisory Group
California
$11K +$11K +275 New
WEC
129
Winslow Evans & Crocker
Massachusetts
$8.07K – – –
GWM
130
Geneos Wealth Management
Colorado
$8K – – –
BlackRock
131
BlackRock
New York
$7K – – –
YWP
132
YorkBridge Wealth Partners
New York
$7K – – –
APA
133
American Portfolios Advisors
New York
$4.32K +$40 +1 +0.9%
FANJ
134
Financial Architects (New Jersey)
New Jersey
$3K – – –
JCM
135
Jacobi Capital Management
Pennsylvania
$2K – – –
WCM
136
Whitener Capital Management
North Carolina
$1K +$1K +39 New
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
– -$1.43M -34,482 Closed
KA
138
Kovack Advisors
Florida
– -$859K -20,745 Closed
SDWMA
139
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$466K -11,254 Closed
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
– -$369K -8,902 Closed
VCWA
141
Vanguard Capital Wealth Advisors
Colorado
– -$330K -7,955 Closed
PSF
142
Pacific Sun Financial
California
– -$316K -7,639 Closed
MCP
143
Mirador Capital Partners
California
– -$316K -7,639 Closed
Renaissance Technologies
144
Renaissance Technologies
New York
– -$257K -6,200 Closed
Wolverine Trading
145
Wolverine Trading
Illinois
– -$246K -5,941 Closed
IWC
146
Integrated Wealth Concepts
Massachusetts
– -$202K -4,770 Closed
KPCM
147
Kings Point Capital Management
New York
– -$155K -3,750 Closed
CA
148
Calton & Associates
Florida
– -$78K -1,791 Closed
VFA
149
Valeo Financial Advisors
Indiana
– -$4K -104 Closed
EWM
150
Evercore Wealth Management
New York
– -$3K -78 Closed
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