DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

32 hedge funds and large institutions have $113M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
12
Reduced
4
Closed
1
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$261K

Top Buyers

1
GFG
1
Gray Financial Group
Georgia
$29.7M
2
LPL Financial
2
LPL Financial
California
$22.8M
3
UBS Group
3
UBS Group
Switzerland
$11.6M
4
Bank of America
4
Bank of America
North Carolina
$14.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$13M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
Citigroup
2
Citigroup
New York
$17K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$47K
4
TRCT
4
Tower Research Capital (TRC)
New York
$7K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$57K
Name Market Value Shares Shares
Change 		Shares
Change %
GFG
1
Gray Financial Group
Georgia
$29.7M 955,661 +955,661 New
LPL Financial
2
LPL Financial
California
$22.8M 732,386 +689,096 +1,592%
Bank of America
3
Bank of America
North Carolina
$14.1M 454,660 +256,408 +129%
Morgan Stanley
4
Morgan Stanley
New York
$13M 419,087 +80,528 +24%
UBS Group
5
UBS Group
Switzerland
$11.6M 373,898 +373,898 New
JWM
6
Jacobus Wealth Management
Wisconsin
$6.61M 212,452 +57,310 +37%
Jane Street
7
Jane Street
New York
$2.06M 66,134 +66,134 New
CCT
8
Country Club Trust
Missouri
$1.74M 55,906 +5,365 +11%
NFG
9
NewFocus Financial Group
Washington
$1.63M 52,293 +52,293 New
PWAP
10
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.49M 47,926 +10,150 +27%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.41M 45,414 +45,414 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.28M 41,098 +16,240 +65%
FSC
13
Fiduciary Services Corp
Georgia
$981K 31,539 +17,702 +128%
UR
14
USCA RIA
Texas
$799K 25,707 +8,026 +45%
Stifel Financial
15
Stifel Financial
Missouri
$779K 25,050 +4,770 +24%
ACM
16
Avalon Capital Management
California
$758K 24,374 +24,374 New
OIA
17
Optimum Investment Advisors
Illinois
$449K 14,455 +14,455 New
Wells Fargo
18
Wells Fargo
California
$445K 14,339 +4,948 +53%
PAG
19
Private Advisor Group
New Jersey
$344K 11,062 +8,017 +263%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$329K 10,597 +10,597 New
Deutsche Bank
21
Deutsche Bank
Germany
$81K 2,628 – –
ST
22
Smithfield Trust
Pennsylvania
$75K 2,400 – –
AIG
23
American International Group
New York
$62.2K 2,000 – –
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$57K 1,835 -100 -5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$47K 1,500 -500 -25%
1
2