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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 %
BFG
176
Beacon Financial Group
Texas
$42.4K -$4.97K -115,405 -10%
CAM
177
Cresset Asset Management
Illinois
$42K – – –
PMFA
178
Plante Moran Financial Advisors
Michigan
$41K +$41K +960 New
ADL
179
Asset Dedication LLC
California
$39K – – –
BAM
180
Barrett Asset Management
New York
$34K – – –
OWD
181
Osborn Williams & Donohoe
Ohio
$34K +$34K +783 New
First Manhattan
182
First Manhattan
New York
$30K – – –
CFGS
183
Concourse Financial Group Securities
Alabama
$30K – – –
AIP
184
Ameritas Investment Partners
Nebraska
$25K +$42 +1 +0.2%
CIAS
185
Capital Investment Advisory Services
North Carolina
$24K – – –
PCA
186
Providence Capital Advisors
North Carolina
$21K -$649 -15 -3%
LWM
187
Liberty Wealth Management
California
$19K +$82 +2 +0.4%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$18K -$133K -2,174 -88%
IRC
189
Investors Research Corp
Georgia
$18K +$18K +407 New
S
190
SignatureFD
Georgia
$17K -$39.1K -921 -70%
APA
191
American Portfolios Advisors
New York
$16.1K -$16.4K -380 -50%
JPMorgan Chase & Co
192
JPMorgan Chase & Co
New York
$15K -$22.9K -543 -60%
WEC
193
Winslow Evans & Crocker
Massachusetts
$10K – – –
GWM
194
Geneos Wealth Management
Colorado
$10K +$2K +50 +25%
FHB
195
First Hawaiian Bank
Hawaii
$7K – – –
YWP
196
YorkBridge Wealth Partners
New York
$7K – – –
JWA
197
JFS Wealth Advisors
Pennsylvania
$6K – – –
IA
198
IFP Advisors
Florida
$5K -$1.32M -28,961 -100%
FANJ
199
Financial Architects (New Jersey)
New Jersey
$3K – – –
JCM
200
Jacobi Capital Management
Pennsylvania
$3K – – –
5 6 7
8
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