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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 %
FCA
176
FinTrust Capital Advisors
South Carolina
$75K +$75K +1,710 New
AIM
177
Arcadia Investment Management
Michigan
$69K – – –
CFD
178
Creative Financial Designs
Indiana
$65K +$11.4K +258 +21%
TFS
179
TrustCore Financial Services
Tennessee
$62K – – –
CB
180
CNB Bank
Pennsylvania
$61K – – –
GEA
181
Glen Eagle Advisors
New Jersey
$59.9K +$1.83K +42 +3%
S
182
SignatureFD
Georgia
$56K +$38.6K +891 +223%
US Bancorp
183
US Bancorp
Minnesota
$54K +$7.98K +182 +17%
ADL
184
Asset Dedication LLC
California
$39K – – –
BAM
185
Barrett Asset Management
New York
$35K – – –
RWA
186
Ropes Wealth Advisors
Massachusetts
$35K +$35K +800 New
First Manhattan
187
First Manhattan
New York
$31K – – –
CFGS
188
Concourse Financial Group Securities
Alabama
$31K – – –
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$26K +587 New
CIAS
190
Capital Investment Advisory Services
North Carolina
$25K – – –
AIP
191
Ameritas Investment Partners
Nebraska
$25K +$84 +2 +0.3%
AF
192
Allworth Financial
California
$23K -$194K -4,479 -89%
PCA
193
Providence Capital Advisors
North Carolina
$21K – – –
LWM
194
Liberty Wealth Management
California
$20K +$129 +3 +0.6%
Deutsche Bank
195
Deutsche Bank
Germany
$19K +$19K +454 New
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
IRC
197
Investors Research Corp
Georgia
$18K +$132 +3 +0.7%
JPMorgan Chase & Co
198
JPMorgan Chase & Co
New York
$17K +$1.2K +27 +8%
APA
199
American Portfolios Advisors
New York
$16.3K +$44 +1 +0.3%
RWA
200
Redhawk Wealth Advisors
Minnesota
$16K +$16K +375 New
6 7
8
9 10