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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

100 hedge funds and large institutions have $883M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
21
Increased
39
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$333M 9,381,867 +2,082,691 +29%
Bank of America
2
Bank of America
North Carolina
$141M 3,977,925 +271,706 +7%
UBS Group
3
UBS Group
Switzerland
$51M 1,436,908 +73,168 +5%
Morgan Stanley
4
Morgan Stanley
New York
$48.3M 1,362,612 -83,337 -6%
LPL Financial
5
LPL Financial
California
$46.9M 1,325,630 +39,627 +3%
BFM
6
Boston Financial Management
Massachusetts
$25.7M 724,442 -139,447 -16%
HighTower Advisors
7
HighTower Advisors
Illinois
$22.4M 630,839 +26,612 +4%
CCA
8
Clearwater Capital Advisors
Illinois
$20.8M 589,186 +589,186 New
CFA
9
Carroll Financial Associates
North Carolina
$18.8M 530,569 +133,745 +34%
RVPG
10
Relative Value Partners Group
$15.7M 441,879 +11,491 +3%
JWM
11
Jacobus Wealth Management
Wisconsin
$13.5M 381,073 -3,480 -0.9%
SFA
12
Sequoia Financial Advisors
Ohio
$12.6M 355,000 +4,417 +1%
LYV
13
Live Your Vision
Pennsylvania
$12M 338,403 +115,377 +52%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$11M 309,286 +259,833 +525%
Wells Fargo
15
Wells Fargo
California
$9.37M 264,208 +97,919 +59%
VWM
16
Venturi Wealth Management
Texas
$8.56M 243,430 -19,030 -7%
HB
17
Homrich & Berg
Georgia
$6.99M 196,894 +17,436 +10%
BC
18
Brinker Capital
Pennsylvania
$6.92M 195,021 -31,178 -14%
PAG
19
Private Advisor Group
New Jersey
$6.06M 171,632 +7,036 +4%
CAN
20
Cetera Advisor Networks
California
$5.92M 166,935 +35,027 +27%
EWMCB
21
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.45M 153,512 +153,512 New
Ameriprise
22
Ameriprise
Minnesota
$5.2M 146,570 -166,555 -53%
FG
23
Fiduciary Group
Georgia
$4.87M 137,341 -4,866 -3%
LCM
24
LVM Capital Management
Michigan
$4.16M 117,235 +25,250 +27%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.29M 92,700 +8,227 +10%