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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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +57 New
WCM
202
Whitener Capital Management
North Carolina
$1K – – –
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$359 +$35 +819 +11%
WCM
204
Weatherstone Capital Management
Colorado
– -$3.38M -76,288 Closed
FAIM
205
Financial Advocates Investment Management
Washington
– -$2.23M -58,233 Closed
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
– -$1.28M -33,316 Closed
AIP
207
Almanack Investment Partners
Pennsylvania
– -$1.11M -28,977 Closed
AIC
208
Ameritas Investment Company
Nebraska
– -$238K -6,199 Closed
NFG
209
Next Financial Group
Texas
– -$183K -4,768 Closed
IIM
210
Ipswich Investment Management
Massachusetts
– -$100K -2,613 Closed
CC
211
Claybrook Capital
Massachusetts
– -$96K -2,503 Closed
WDL
212
Well Done LLC
Michigan
– -$96K -2,503 Closed
PB
213
Pinnacle Bancorp
Nebraska
– -$82K -2,135 Closed
SL
214
Salomon & Ludwin
Virginia
– -$34K -900 Closed
CBT
215
Capital Bank & Trust
California
– -$26K -683 Closed
MWA
216
Meridian Wealth Advisors
Texas
– -$26K -681 Closed
PA
217
Perennial Advisors
New York
– -$9K -240 Closed
MOS
218
MGO One Seven
Ohio
– -$7K -200 Closed
BlackRock
219
BlackRock
New York
– -$7K -174 Closed
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