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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

56 hedge funds and large institutions have $309M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
25
Reduced
14
Closed
4
Calls
$649K
Puts
–
Net Calls
+$649K
Net Calls Change
+$254K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$46.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.5M
3
RVPG
3
Relative Value Partners Group
$8.47M
4
JWM
4
Jacobus Wealth Management
Wisconsin
$10.9M
5
HB
5
Homrich & Berg
Georgia
$2.85M

Top Sellers

1
GFG
1
Gray Financial Group
Georgia
$6M
2
Bank of America
2
Bank of America
North Carolina
$94M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$982K
4
KA
4
Kovack Advisors
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$94M 3,095,987 -408,037 -12%
UBS Group
2
UBS Group
Switzerland
$48.2M 1,588,119 +82,916 +6%
LPL Financial
3
LPL Financial
California
$46.2M 1,540,943 +867,406 +129%
Morgan Stanley
4
Morgan Stanley
New York
$25.5M 840,555 +286,967 +52%
HighTower Advisors
5
HighTower Advisors
Illinois
$17.7M 583,706 +71,606 +14%
JWM
6
Jacobus Wealth Management
Wisconsin
$10.9M 359,138 +101,602 +39%
LYV
7
Live Your Vision
Pennsylvania
$10.4M 341,774 -8,847 -3%
RVPG
8
Relative Value Partners Group
$8.47M 279,188 +187,005 +203%
GFG
9
Gray Financial Group
Georgia
$6M 197,685 -680,759 -77%
FG
10
Fiduciary Group
Georgia
$4.08M 134,403 +26,566 +25%
PAG
11
Private Advisor Group
New Jersey
$3.61M 118,926 +41,865 +54%
HB
12
Homrich & Berg
Georgia
$2.85M 93,920 +93,920 New
SF
13
Synovus Financial
Georgia
$2.54M 83,734 +29,597 +55%
CFA
14
Carroll Financial Associates
North Carolina
$2.37M 78,078 +34,659 +80%
Wells Fargo
15
Wells Fargo
California
$2.25M 73,957 +20,779 +39%
VWM
16
Venturi Wealth Management
Texas
$2.21M 72,840 +72,840 New
CCT
17
Country Club Trust
Missouri
$2.03M 66,768 +4,992 +8%
Jane Street
18
Jane Street
New York
$1.63M 53,788 +21,804 +68%
PWAP
19
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.51M 49,593 -8,022 -14%
LCM
20
LVM Capital Management
Michigan
$1.44M 47,445 +47,445 New
DADC
21
D.A. Davidson & Co
Montana
$1.32M 43,515 +28,033 +181%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$982K 32,352 -54,985 -63%
Stifel Financial
23
Stifel Financial
Missouri
$978K 32,210 +150 +0.5%
EIM
24
Emerson Investment Management
Massachusetts
$958K 31,560 +31,560 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$928K 30,564 +11,646 +62%
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