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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

69 hedge funds and large institutions have $489M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
$436K
Net Calls
-$436K
Net Calls Change
+$72K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$86.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.6M
3
BC
3
Brinker Capital
Pennsylvania
$4.56M
4
Wells Fargo
4
Wells Fargo
California
$7.29M
5
BFM
5
Boston Financial Management
Massachusetts
$7.56M

Top Sellers

1
LCM
1
LVM Capital Management
Michigan
$0
2
DADC
2
D.A. Davidson & Co
Montana
$293K
3
UBS Group
3
UBS Group
Switzerland
$42M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$111M 3,422,705 +40,797 +1%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$86.2M 2,668,516 +2,450,947 +1,127%
Morgan Stanley
3
Morgan Stanley
New York
$44.6M 1,381,677 +346,326 +33%
UBS Group
4
UBS Group
Switzerland
$42M 1,300,325 -31,641 -2%
LPL Financial
5
LPL Financial
California
$39.6M 1,236,782 +8,774 +0.7%
CCA
6
Clearwater Capital Advisors
Illinois
$19M 594,236 -8,032 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$19M 588,866 +12,220 +2%
JWM
8
Jacobus Wealth Management
Wisconsin
$13.8M 427,313 +19,370 +5%
RVPG
9
Relative Value Partners Group
$13.6M 422,260 +4,182 +1%
VWM
10
Venturi Wealth Management
Texas
$7.71M 238,790 +18,245 +8%
BFM
11
Boston Financial Management
Massachusetts
$7.56M 234,250 +61,939 +36%
Wells Fargo
12
Wells Fargo
California
$7.29M 225,671 +118,702 +111%
CFA
13
Carroll Financial Associates
North Carolina
$7.14M 221,239 +42,442 +24%
LYV
14
Live Your Vision
Pennsylvania
$7.07M 218,924 +2,322 +1%
HB
15
Homrich & Berg
Georgia
$5.57M 172,588 +11,719 +7%
PAG
16
Private Advisor Group
New Jersey
$5.07M 158,314 -7,172 -4%
FG
17
Fiduciary Group
Georgia
$4.82M 149,226 -9,795 -6%
BC
18
Brinker Capital
Pennsylvania
$4.56M 141,320 +141,320 New
SF
19
Synovus Financial
Georgia
$2.77M 85,711 -4,995 -6%
CAN
20
Cetera Advisor Networks
California
$2.76M 85,609 +41,734 +95%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$2.27M 70,227 +695 +1%
AFG
22
Albion Financial Group
Utah
$2.24M 69,490 +43,117 +163%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.14M 66,396 +145 +0.2%
PWAP
24
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.04M 63,259 +1,250 +2%
CCT
25
Country Club Trust
Missouri
$1.97M 61,117 +1,276 +2%
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