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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

214 hedge funds and large institutions have $1.72B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
30
Increased
90
Reduced
53
Closed
17
Calls
–
Puts
$29.2M
Net Calls
-$29.2M
Net Calls Change
-$12M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.5M
2
Bank of America
Bank of America
North Carolina
$316M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$25.4M
4
RVPG
Relative Value Partners Group
$29.8M
5
AW
ACG Wealth
Georgia
$6.98M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$366M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$26.2M
3
QA
Quantitative Advantage
Minnesota
$0
4
IDA
Intelligence Driven Advisers
California
$16.4M
5
AI
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
151
Legacy Private Trust
Wisconsin
$234K – – –
Citigroup
152
Citigroup
New York
$234K +$43.7K +1,000 +23%
ST
153
Smithfield Trust
Pennsylvania
$231K – – –
IC
154
Intersect Capital
California
$231K – – –
SWM
155
SVA Wealth Management
Wisconsin
$229K +$229K +5,254 New
PA
156
PFG Advisors
Arizona
$223K +$9.03K +200 +4%
AWA
157
Arete Wealth Advisors
Illinois
$221K – – –
IC
158
InterOcean Capital
Illinois
$216K – – –
IWC
159
Integrated Wealth Concepts
Massachusetts
$205K +$1.31K +30 +0.6%
BFA
160
Beaumont Financial Advisors
Massachusetts
$203K – – –
Baird Financial Group
161
Baird Financial Group
Wisconsin
$202K +$202K +4,629 New
SI
162
Stephens Inc
Arkansas
$201K -$21.3K -487 -10%
SFSIG
163
San Francisco Sentry Investment Group
California
$195K -$1.4K -32 -0.7%
CAL
164
Capital Advisors Ltd
Ohio
$192K +$28.7K +623 +18%
CI
165
CX Institutional
Indiana
$168K – – –
CLOS
166
Compagnie Lombard Odier SCmA
Switzerland
$160K – – –
UBS AM
167
UBS AM
Illinois
$155K +$155K +3,550 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
$151K +$98.8K +2,266 +189%
GSWM
169
Golden State Wealth Management
California
$132K -$7.08K -163 -5%
LWCFA
170
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K – – –
TFO
171
Tarbox Family Office
California
$121K – – –
TA
172
TCG Advisors
Texas
$117K +$117K +2,649 New
PCP
173
Proficio Capital Partners
Massachusetts
$87K – – –
HNB
174
Huntington National Bank
Ohio
$80K -$101K – –
EIP
175
Ellis Investment Partners
Pennsylvania
$75K +$75K +1,708 New
5 6
7
8 9