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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

23 hedge funds and large institutions have $34.2M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.91M
2
U
2
UBS
Switzerland
$6.58M
3
Bank of America
3
Bank of America
North Carolina
$5.8M
4
JWM
4
Jacobus Wealth Management
Wisconsin
$4.54M
5
VKH
5
Virtu KCG Holdings
New York
$523K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
LWCFA
3
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$0
4
GSC
4
Ground Swell Capital
South Carolina
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.91M 338,559 +118,944 +54%
U
2
UBS
Switzerland
$6.58M 224,728 +25,355 +13%
Bank of America
3
Bank of America
North Carolina
$5.8M 198,252 +21,026 +12%
JWM
4
Jacobus Wealth Management
Wisconsin
$4.54M 155,142 +21,012 +16%
CCT
5
Country Club Trust
Missouri
$1.48M 50,541 +1,711 +4%
LPL Financial
6
LPL Financial
California
$1.25M 43,290 +4,041 +10%
PWAP
7
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.11M 37,776 +2,311 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$728K 24,858 +12,206 +96%
Stifel Financial
9
Stifel Financial
Missouri
$593K 20,280 +10,480 +107%
VKH
10
Virtu KCG Holdings
New York
$523K 17,880 +17,880 New
UR
11
USCA RIA
Texas
$517K 17,681 +2,070 +13%
FSC
12
Fiduciary Services Corp
Georgia
$405K 13,837 +1,040 +8%
Wells Fargo
13
Wells Fargo
California
$275K 9,391 +6,791 +261%
PAG
14
Private Advisor Group
New Jersey
$89K 3,045 +3,045 New
Deutsche Bank
15
Deutsche Bank
Germany
$76K 2,628 – –
ST
16
Smithfield Trust
Pennsylvania
$70K 2,400 – –
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$59K 2,000 +2,000 New
AIG
18
American International Group
New York
$58.5K 2,000 +1,500 +300%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$57K 1,935 +1,935 New
Citigroup
20
Citigroup
New York
$35K 1,197 +657 +122%
TRCT
21
Tower Research Capital (TRC)
New York
$11K 392 +180 +85%
WEC
22
Winslow Evans & Crocker
Massachusetts
$5.85K 200 – –
GSC
23
Ground Swell Capital
South Carolina
$1K 24 -76 -76%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– – -13,207 Closed
CS
25
Credit Suisse
Switzerland
– – -10,290 Closed
1
2