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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 %
CAG
151
Crestwood Advisors Group
Massachusetts
$259K +$259K +5,750 New
AIP
152
Ahrens Investment Partners
Louisiana
$250K -$67.6K -1,500 -21%
BL
153
Balentine LLC
Georgia
$243K +$243K +5,400 New
LPT
154
Legacy Private Trust
Wisconsin
$242K – – –
Citigroup
155
Citigroup
New York
$241K – – –
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$239K -$1.89M -41,912 -89%
IC
157
Intersect Capital
California
$239K – – –
SI
158
Stephens Inc
Arkansas
$230K +$23.1K +512 +11%
AWA
159
Arete Wealth Advisors
Illinois
$228K – – –
AAS
160
Avantax Advisory Services
Texas
$227K +$227K +4,985 New
IC
161
InterOcean Capital
Illinois
$224K – – –
IWC
162
Integrated Wealth Concepts
Massachusetts
$224K +$12.4K +275 +6%
PA
163
PFG Advisors
Arizona
$218K – – –
BFA
164
Beaumont Financial Advisors
Massachusetts
$210K – – –
Baird Financial Group
165
Baird Financial Group
Wisconsin
$209K – – –
GT
166
Greenleaf Trust
Michigan
$208K +$208K +4,608 New
PPP
167
Private Portfolio Partners
New Jersey
$204K +$204K +4,507 New
SFSIG
168
San Francisco Sentry Investment Group
California
$186K -$15.3K -340 -8%
CLOS
169
Compagnie Lombard Odier SCmA
Switzerland
$165K – – –
CAL
170
Capital Advisors Ltd
Ohio
$160K -$28.1K -623 -15%
GSWM
171
Golden State Wealth Management
California
$137K +$90 +2 +0.1%
LWCFA
172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K – – –
ACA
173
Aptus Capital Advisors
Alabama
$134K +$134K +2,993 New
QAM
174
QCI Asset Management
New York
$128K +$128K +2,830 New
TFO
175
Tarbox Family Office
California
$125K – – –
5 6
7
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