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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

212 hedge funds and large institutions have $1.83B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.66%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.37%
New
20
Increased
96
Reduced
58
Closed
21
Calls
–
Puts
$32M
Net Calls
-$32M
Net Calls Change
-$2.78M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$349M
2
Ameriprise
Ameriprise
Minnesota
$38M
3
AG
Advisor Group
Arizona
$14.9M
4
LPL Financial
LPL Financial
California
$48.7M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$11.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$345M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
CGFA
Colton Groome Financial Advisors
North Carolina
$940K
4
BFG
Beacon Financial Group
Texas
$39.2M
5
IDA
Intelligence Driven Advisers
California
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$400K +$114K +2,520 +40%
TA
127
TCG Advisors
Texas
$362K +$243K +5,380 +203%
BCA
128
Bay Colony Advisors
Massachusetts
$355K +$2.25K +50 +0.6%
GT
129
Glenview Trust
Kentucky
$342K +$99.1K +2,200 +41%
CWS
130
Cypress Wealth Services
California
$328K -$6.41K -142 -2%
NFG
131
Next Financial Group
Texas
$326K +$77.1K +1,713 +31%
WMA
132
Wealth Management Associates
New Jersey
$323K +$12.6K +280 +4%
FFS
133
Founders Financial Securities
Maryland
$322K -$7.66K -170 -2%
OIA
134
OneDigital Investment Advisors
Kansas
$317K +$317K +7,024 New
SG
135
StoneX Group
New York
$311K +$9.21K +204 +3%
SFP
136
Shepherd Financial Partners
Massachusetts
$310K – – –
COI
137
Capital One Investing
Virginia
$304K +$304K +6,744 New
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$302K +$285K +6,317 +1,649%
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$301K -$3.15K -70 -1%
FCIM
140
Fairview Capital Investment Management
California
$301K +$45 +1 +0%
CWM
141
CCG Wealth Management
California
$297K -$10.2K -225 -3%
FA
142
Fortis Advisors
Pennsylvania
$290K +$2.21K +49 +0.8%
ST
143
Smithfield Trust
Pennsylvania
$290K +$51.4K +1,141 +22%
CM
144
Capital Management
Virginia
$274K – – –
SPC
145
Sigma Planning Corp
Michigan
$271K +$315 +7 +0.1%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$267K – – –
MCP
147
Mirador Capital Partners
California
$266K +$10.8K +241 +4%
CAM
148
Covenant Asset Management
New Jersey
$265K +$6.98K +155 +3%
MA
149
MUFG Americas
New York
$262K – – –
DWM
150
Dakota Wealth Management
Florida
$259K +$259K +5,745 New
4 5
6
7 8