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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

88 hedge funds and large institutions have $724M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+19
Holders Change %
+27.54%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
27
Increased
35
Reduced
16
Closed
6
Calls
–
Puts
$240K
Net Calls
-$240K
Net Calls Change
+$196K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$243M
2
BFM
2
Boston Financial Management
Massachusetts
$28.7M
3
SFA
3
Sequoia Financial Advisors
Ohio
$11.7M
4
Ameriprise
4
Ameriprise
Minnesota
$10.4M
5
Bank of America
5
Bank of America
North Carolina
$123M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$5.53M
3
CCT
3
Country Club Trust
Missouri
$0
4
JWM
4
Jacobus Wealth Management
Wisconsin
$12.8M
5
ACM
5
Argentus Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$243M 7,299,176 +4,630,660 +174%
Bank of America
2
Bank of America
North Carolina
$123M 3,706,219 +283,514 +8%
Morgan Stanley
3
Morgan Stanley
New York
$48.1M 1,445,949 +64,272 +5%
UBS Group
4
UBS Group
Switzerland
$45.4M 1,363,740 +63,415 +5%
LPL Financial
5
LPL Financial
California
$43M 1,286,003 +49,221 +4%
BFM
6
Boston Financial Management
Massachusetts
$28.7M 863,889 +629,639 +269%
HighTower Advisors
7
HighTower Advisors
Illinois
$20.1M 604,227 +15,361 +3%
GFG
8
Gray Financial Group
Georgia
$18.5M 557,191 – –
RVPG
9
Relative Value Partners Group
$14.3M 430,388 +8,128 +2%
CFA
10
Carroll Financial Associates
North Carolina
$13.2M 396,824 +175,585 +79%
JWM
11
Jacobus Wealth Management
Wisconsin
$12.8M 384,553 -42,760 -10%
SFA
12
Sequoia Financial Advisors
Ohio
$11.7M 350,583 +350,583 New
Ameriprise
13
Ameriprise
Minnesota
$10.4M 313,125 +313,125 New
VWM
14
Venturi Wealth Management
Texas
$8.73M 262,460 +23,670 +10%
BC
15
Brinker Capital
Pennsylvania
$7.53M 226,199 +84,879 +60%
LYV
16
Live Your Vision
Pennsylvania
$7.42M 223,026 +4,102 +2%
HB
17
Homrich & Berg
Georgia
$5.97M 179,458 +6,870 +4%
PAG
18
Private Advisor Group
New Jersey
$5.54M 164,596 +6,282 +4%
Wells Fargo
19
Wells Fargo
California
$5.53M 166,289 -59,382 -26%
FG
20
Fiduciary Group
Georgia
$4.73M 142,207 -7,019 -5%
CAN
21
Cetera Advisor Networks
California
$4.4M 131,908 +46,299 +54%
LCM
22
LVM Capital Management
Michigan
$3.06M 91,985 +91,985 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.81M 84,473 +18,077 +27%
SF
24
Synovus Financial
Georgia
$2.64M 79,439 -6,272 -7%
AFG
25
Albion Financial Group
Utah
$2.62M 78,874 +9,384 +14%
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