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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

149 hedge funds and large institutions have $1.34B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
21
Increased
55
Reduced
47
Closed
9
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
-$518K

Top Buyers

1
OCM
One Capital Management
California
$18M
2
Morgan Stanley
Morgan Stanley
New York
$77M
3
DLIC
Daido Life Insurance Company
Japan
$13.7M
4
Ameriprise
Ameriprise
Minnesota
$12.1M
5
RJA
Raymond James & Associates
Florida
$7.04M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$0
2
VWM
Venturi Wealth Management
Texas
$0
3
LPL Financial
LPL Financial
California
$32.9M
4
Wells Fargo
Wells Fargo
California
$20.6M
5
Jane Street
Jane Street
New York
$893K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
126
Glen Eagle Advisors
New Jersey
$36.9K – – –
BAM
127
Barrett Asset Management
New York
$33K – – –
SFSIG
128
San Francisco Sentry Investment Group
California
$28K – – –
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K -$1.44M -35,466 -98%
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$26K -$163K -3,993 -86%
SFM
131
Signet Financial Management
New Jersey
$25K – – –
AIP
132
Ameritas Investment Partners
Nebraska
$24K +$1.47K +36 +7%
RFC
133
Regions Financial Corp
Alabama
$22K -$2.31K -57 -10%
US Bancorp
134
US Bancorp
Minnesota
$21K -$101K -2,500 -83%
PCA
135
Providence Capital Advisors
North Carolina
$21K – – –
SEI Investments
136
SEI Investments
Pennsylvania
$13K – – –
PWAG
137
Polaris Wealth Advisory Group
California
$11K – – –
CAL
138
Capital Analysts LLC
Pennsylvania
$11K +$11K +260 New
WEC
139
Winslow Evans & Crocker
Massachusetts
$10K – – –
PA
140
Perennial Advisors
New York
$10K +$10K +240 New
GWM
141
Geneos Wealth Management
Colorado
$8K – – –
BlackRock
142
BlackRock
New York
$7K – – –
YWP
143
YorkBridge Wealth Partners
New York
$7K – – –
APA
144
American Portfolios Advisors
New York
$4.39K – – –
B
145
Bridgeworth
Alabama
$4K +$4K +108 New
PMG
146
ProVise Management Group
Florida
$3.35K +$445 +10,842 +15%
FANJ
147
Financial Architects (New Jersey)
New Jersey
$3K – – –
JCM
148
Jacobi Capital Management
Pennsylvania
$2K – – –
CAN
149
Cetera Advisor Networks
California
– -$14.2M -352,996 Closed
VWM
150
Venturi Wealth Management
Texas
– -$7.78M -192,765 Closed
3 4 5
6
7