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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 %
WMA
126
Wealth Management Associates
New Jersey
$297K -$1.55K -36 -0.5%
SFP
127
Shepherd Financial Partners
Massachusetts
$296K – – –
IFA
128
Interactive Financial Advisors
Illinois
$293K -$2.16K -50 -0.7%
COI
129
Capital One Investing
Virginia
$290K -$94.4K -2,196 -25%
SWP
130
Stratos Wealth Partners
Ohio
$290K +$5.16K +120 +2%
FCIM
131
Fairview Capital Investment Management
California
$288K -$297K -6,906 -51%
SG
132
StoneX Group
New York
$288K +$288K +6,682 New
FA
133
Fortis Advisors
Pennsylvania
$272K -$26.3K -612 -9%
Bank of New York Mellon
134
Bank of New York Mellon
New York
$271K -$395K -9,180 -59%
XS
135
XR Securities
Illinois
$265K +$265K +6,157 New
CM
136
Capital Management
Virginia
$261K -$22.6K -525 -8%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$255K -$5.74K -133 -2%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$254K -$58.4K -1,354 -19%
MCP
139
Mirador Capital Partners
California
$251K +$25.6K +593 +11%
MA
140
MUFG Americas
New York
$250K – – –
CAM
141
Covenant Asset Management
New Jersey
$247K +$5.82K +135 +2%
Renaissance Technologies
142
Renaissance Technologies
New York
$245K +$245K +5,700 New
BL
143
Balentine LLC
Georgia
$233K – – –
NWP
144
Northstar Wealth Partners
Connecticut
$232K – – –
LPT
145
Legacy Private Trust
Wisconsin
$231K – – –
FFS
146
Founders Financial Securities
Maryland
$229K -$55.2K -1,280 -19%
AWM
147
AE Wealth Management
Kansas
$229K +$229K +5,326 New
ST
148
Smithfield Trust
Pennsylvania
$228K – – –
IC
149
Intersect Capital
California
$228K – – –
SI
150
Stephens Inc
Arkansas
$219K +$219K +5,082 New
4 5
6
7 8