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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

66 hedge funds and large institutions have $373M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
32
Reduced
14
Closed
4
Calls
$344K
Puts
$206K
Net Calls
+$138K
Net Calls Change
-$511K

Top Buyers

1
LPL Financial
LPL Financial
California
$73M
2
GFG
Gray Financial Group
Georgia
$19.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.29M
4
CFA
Carroll Financial Associates
North Carolina
$5.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.84M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$41.3M
2
HighTower Advisors
HighTower Advisors
Illinois
$16.3M
3
Bank of America
Bank of America
North Carolina
$95.2M
4
ST
Sabal Trust
Florida
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$95.2M -$1.65M -52,752 -2%
LPL Financial
2
LPL Financial
California
$73M +$25.1M +809,220 +53%
UBS Group
3
UBS Group
Switzerland
$41.3M -$8.33M -266,455 -17%
Morgan Stanley
4
Morgan Stanley
New York
$27.4M +$1.07M +34,203 +4%
GFG
5
Gray Financial Group
Georgia
$19.3M +$13.1M +420,123 +213%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.3M -$1.99M -63,538 -11%
JWM
7
Jacobus Wealth Management
Wisconsin
$11.6M +$395K +12,645 +4%
LYV
8
Live Your Vision
Pennsylvania
$10.6M -$69.8K -2,231 -0.7%
RVPG
9
Relative Value Partners Group
$9.22M +$747K +24,616 +9%
CFA
10
Carroll Financial Associates
North Carolina
$5.34M +$2.9M +92,766 +119%
PAG
11
Private Advisor Group
New Jersey
$5.06M +$1.34M +42,987 +36%
FG
12
Fiduciary Group
Georgia
$4.86M +$661K +21,146 +16%
HB
13
Homrich & Berg
Georgia
$4.81M +$1.87M +59,767 +64%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$4.29M +$4.29M +137,303 New
VWM
15
Venturi Wealth Management
Texas
$2.86M +$580K +18,540 +25%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.84M +$2.84M +90,665 New
SF
17
Synovus Financial
Georgia
$2.68M +$59.6K +1,905 +2%
Wells Fargo
18
Wells Fargo
California
$2.45M +$141K +4,522 +6%
CCT
19
Country Club Trust
Missouri
$2.18M +$90.8K +2,903 +4%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$2.16M +$2.16M +68,970 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.94M +$981K +31,380 +103%
LCM
22
LVM Capital Management
Michigan
$1.82M +$339K +10,850 +23%
Jane Street
23
Jane Street
New York
$1.8M +$122K +3,903 +7%
PWAP
24
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.67M +$121K +3,865 +8%
SG Americas Securities
25
SG Americas Securities
New York
$1.61M +$1.61M +51,451 New
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