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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 %
GWM
201
Geneos Wealth Management
Colorado
$10K – – –
WEC
202
Winslow Evans & Crocker
Massachusetts
$10K – – –
YWP
203
YorkBridge Wealth Partners
New York
$7K – – –
JWA
204
JFS Wealth Advisors
Pennsylvania
$6K – – –
TCOV
205
Trust Company of Vermont
Vermont
$5K +$5K +115 New
BFEC
206
Benjamin F. Edwards & Company
Missouri
$4K +$4K +100 New
GRP
207
Global Retirement Partners
California
$4K +$4K +100 New
FANJ
208
Financial Architects (New Jersey)
New Jersey
$3K – – –
JCM
209
Jacobi Capital Management
Pennsylvania
$3K – – –
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$2K – – –
WCM
211
Whitener Capital Management
North Carolina
$1K – – –
MWM
212
Meridian Wealth Management
Kentucky
$308 +$308 +705 New
QA
213
Quantitative Advantage
Minnesota
– -$11M -256,451 Closed
AI
214
Atria Investments
North Carolina
– -$4.16M -96,541 Closed
GFPC
215
Global Financial Private Capital
Florida
– -$2.69M -62,486 Closed
BCM
216
Breiter Capital Management
Florida
– -$1.41M -34,845 Closed
LC
217
Lindbrook Capital
California
– -$523K -12,165 Closed
VF
218
Virtu Financial
New York
– -$400K -9,300 Closed
SC
219
Slow Capital
California
– -$356K -8,267 Closed
COI
220
Capital One Investing
Virginia
– -$290K -6,744 Closed
XS
221
XR Securities
Illinois
– -$265K -6,157 Closed
BL
222
Balentine LLC
Georgia
– -$233K -5,400 Closed
NWP
223
Northstar Wealth Partners
Connecticut
– -$232K -5,390 Closed
KPW
224
Kore Private Wealth
New York
– -$104K -2,411 Closed
RFC
225
Regions Financial Corp
Alabama
– -$84K -1,958 Closed
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