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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 %
IRC
201
Investors Research Corp
Georgia
$19K +$138 +3 +0.7%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
GWAG
203
Garrett Wealth Advisory Group
Texas
$17.8K +$17.8K +396 New
AIC
204
Ameritas Investment Company
Nebraska
$11K +$11K +234 New
AF
205
Allworth Financial
California
$10K -$14.9K -318 -60%
WEC
206
Winslow Evans & Crocker
Massachusetts
$10K – – –
TCOV
207
Trust Company of Vermont
Vermont
$10K +$5.02K +116 +101%
APA
208
American Portfolios Advisors
New York
$9.35K -$7.55K -167 -45%
JWA
209
JFS Wealth Advisors
Pennsylvania
$6K – – –
FANJ
210
Financial Architects (New Jersey)
New Jersey
$3K – – –
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$3K – – –
JCM
212
Jacobi Capital Management
Pennsylvania
$3K – – –
VFA
213
Valeo Financial Advisors
Indiana
$3K +$3K +67 New
PMG
214
ProVise Management Group
Florida
– -$2.65M -60,615 Closed
BWL
215
Bogart Wealth LLC
Virginia
– -$1.54M -35,292 Closed
RCAG
216
Rehmann Capital Advisory Group
Michigan
– -$1.41M -32,248 Closed
SMFS
217
Squar Milner Financial Services
California
– -$780K -17,866 Closed
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
– -$569K -13,037 Closed
Renaissance Technologies
219
Renaissance Technologies
New York
– -$463K -10,600 Closed
OMC
220
Old Mission Capital
Illinois
– -$369K -8,455 Closed
Bank of New York Mellon
221
Bank of New York Mellon
New York
– -$236K -5,415 Closed
SWM
222
SVA Wealth Management
Wisconsin
– -$229K -5,254 Closed
CI
223
CX Institutional
Indiana
– -$168K -3,852 Closed
PCP
224
Proficio Capital Partners
Massachusetts
– -$87K -2,000 Closed
MWM
225
Meridian Wealth Management
Kentucky
– -$308 -705 Closed
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