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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

40 hedge funds and large institutions have $259M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
17
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LYV
1
Live Your Vision
Pennsylvania
$10.8M
2
Bank of America
2
Bank of America
North Carolina
$109M
3
UBS Group
3
UBS Group
Switzerland
$36.2M
4
RVPG
4
Relative Value Partners Group
$2.63M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.8M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$20.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$544K
3
GFG
3
Gray Financial Group
Georgia
$28.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.19M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$187K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$109M 3,511,601 +140,802 +4%
UBS Group
2
UBS Group
Switzerland
$36.2M 1,165,190 +140,211 +14%
GFG
3
Gray Financial Group
Georgia
$28.5M 918,973 -41,390 -4%
LPL Financial
4
LPL Financial
California
$20.5M 658,331 -114,781 -15%
Morgan Stanley
5
Morgan Stanley
New York
$17.8M 572,137 +59,700 +12%
LYV
6
Live Your Vision
Pennsylvania
$10.8M 344,831 +344,831 New
JWM
7
Jacobus Wealth Management
Wisconsin
$7.94M 256,015 +26,918 +12%
RVPG
8
Relative Value Partners Group
$2.63M 84,751 +84,751 New
MAA
9
Managed Account Advisors
New Jersey
$2.44M 78,748 +33,094 +72%
CCT
10
Country Club Trust
Missouri
$1.84M 59,241 +225 +0.4%
PWAP
11
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.76M 56,832 +5,781 +11%
FG
12
Fiduciary Group
Georgia
$1.7M 54,630 +54,630 New
SF
13
Synovus Financial
Georgia
$1.68M 54,114 +54,114 New
Wells Fargo
14
Wells Fargo
California
$1.52M 48,930 +18,887 +63%
RJA
15
Raymond James & Associates
Florida
$1.47M 47,439 +7,916 +20%
NFG
16
NewFocus Financial Group
Washington
$1.38M 44,345 -4,488 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.19M 38,419 -28,785 -43%
Jane Street
18
Jane Street
New York
$1.18M 37,896 +30,985 +448%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.15M 36,895 +36,895 New
SG Americas Securities
20
SG Americas Securities
New York
$1.13M 36,386 +36,386 New
PAG
21
Private Advisor Group
New Jersey
$1.03M 33,105 +6,363 +24%
Stifel Financial
22
Stifel Financial
Missouri
$989K 31,860 +2,000 +7%
RA
23
RFG Advisory
Alabama
$785K 25,290 +25,290 New
AA
24
Ancora Advisors
Ohio
$568K 18,307 +18,307 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$544K 17,541 -43,618 -71%
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