DGRW icon

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 %
AWA
151
Arete Wealth Advisors
Illinois
$218K +$218K +5,064 New
AF
152
Allworth Financial
California
$216K +$7.54K +175 +4%
IC
153
InterOcean Capital
Illinois
$213K +$213K +4,957 New
PA
154
PFG Advisors
Arizona
$210K +$210K +4,737 New
IWC
155
Integrated Wealth Concepts
Massachusetts
$201K +$201K +4,667 New
BFA
156
Beaumont Financial Advisors
Massachusetts
$200K +$200K +4,652 New
SFSIG
157
San Francisco Sentry Investment Group
California
$194K +$173 +4 +0.1%
Citigroup
158
Citigroup
New York
$188K +$64.8K +1,500 +53%
CI
159
CX Institutional
Indiana
$166K -$21.7K -504 -12%
CLOS
160
Compagnie Lombard Odier SCmA
Switzerland
$158K – – –
CAL
161
Capital Advisors Ltd
Ohio
$153K – – –
GSWM
162
Golden State Wealth Management
California
$138K +$138K +3,204 New
LWCFA
163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K – – –
TFO
164
Tarbox Family Office
California
$119K – – –
KPW
165
Kore Private Wealth
New York
$104K – – –
HNB
166
Huntington National Bank
Ohio
$101K -$90K – –
PCP
167
Proficio Capital Partners
Massachusetts
$86K – – –
RFC
168
Regions Financial Corp
Alabama
$84K – – –
AIM
169
Arcadia Investment Management
Michigan
$68K – – –
TFS
170
TrustCore Financial Services
Tennessee
$62K – – –
CB
171
CNB Bank
Pennsylvania
$60K +$60K +1,394 New
GEA
172
Glen Eagle Advisors
New Jersey
$57.3K +$5.6K +130 +11%
CFD
173
Creative Financial Designs
Indiana
$52K +$52K +1,214 New
Fidelity Investments
174
Fidelity Investments
Massachusetts
$51K +$49.1K +1,153 +2,562%
US Bancorp
175
US Bancorp
Minnesota
$45K +$21.1K +491 +88%
5 6
7
8 9