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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

65 hedge funds and large institutions have $386M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
13
Increased
31
Reduced
12
Closed
12
Calls
–
Puts
$508K
Net Calls
-$508K
Net Calls Change
-$646K

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$19M
2
Bank of America
2
Bank of America
North Carolina
$107M
3
BFM
3
Boston Financial Management
Massachusetts
$5.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.7M
5
VWM
5
Venturi Wealth Management
Texas
$6.97M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$38.8M
2
LYV
2
Live Your Vision
Pennsylvania
$6.84M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
GFG
4
Gray Financial Group
Georgia
$17.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$107M 3,381,908 +338,673 +11%
UBS Group
2
UBS Group
Switzerland
$42.1M 1,331,966 +10,302 +0.8%
LPL Financial
3
LPL Financial
California
$38.8M 1,228,008 -1,122,155 -48%
Morgan Stanley
4
Morgan Stanley
New York
$32.7M 1,035,351 +160,593 +18%
CCA
5
Clearwater Capital Advisors
Illinois
$19M 602,268 +602,268 New
HighTower Advisors
6
HighTower Advisors
Illinois
$18.2M 576,646 +56,478 +11%
GFG
7
Gray Financial Group
Georgia
$17.6M 557,191 -60,617 -10%
RVPG
8
Relative Value Partners Group
$13.2M 418,078 +114,274 +38%
JWM
9
Jacobus Wealth Management
Wisconsin
$12.9M 407,943 +36,160 +10%
VWM
10
Venturi Wealth Management
Texas
$6.97M 220,545 +129,165 +141%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$6.87M 217,569 +80,266 +58%
LYV
12
Live Your Vision
Pennsylvania
$6.84M 216,602 -122,941 -36%
CFA
13
Carroll Financial Associates
North Carolina
$5.65M 178,797 +7,953 +5%
BFM
14
Boston Financial Management
Massachusetts
$5.44M 172,311 +172,311 New
PAG
15
Private Advisor Group
New Jersey
$5.23M 165,486 +3,573 +2%
HB
16
Homrich & Berg
Georgia
$5.08M 160,869 +7,182 +5%
FG
17
Fiduciary Group
Georgia
$5.02M 159,021 +3,472 +2%
Wells Fargo
18
Wells Fargo
California
$3.38M 106,969 +28,490 +36%
SF
19
Synovus Financial
Georgia
$2.86M 90,706 +5,067 +6%
LCM
20
LVM Capital Management
Michigan
$2.52M 79,655 +21,360 +37%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$2.2M 69,532 +562 +0.8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.09M 66,251 +4,307 +7%
PWAP
23
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.96M 62,009 +8,551 +16%
CCT
24
Country Club Trust
Missouri
$1.89M 59,841 -9,830 -14%
DADC
25
D.A. Davidson & Co
Montana
$1.77M 56,108 +5,018 +10%
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