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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

103 hedge funds and large institutions have $944M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
10
Increased
42
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$368M +$23.1M +627,839 +7%
Bank of America
2
Bank of America
North Carolina
$152M +$5.73M +155,899 +4%
Morgan Stanley
3
Morgan Stanley
New York
$51.8M +$1.71M +46,616 +3%
UBS Group
4
UBS Group
Switzerland
$47.1M -$5.73M -155,896 -11%
LPL Financial
5
LPL Financial
California
$34.7M -$14.1M -382,329 -29%
BFM
6
Boston Financial Management
Massachusetts
$26.2M -$464K -12,610 -2%
CFA
7
Carroll Financial Associates
North Carolina
$24.3M +$4.75M +129,048 +24%
HighTower Advisors
8
HighTower Advisors
Illinois
$22.6M -$621K -16,899 -3%
CCA
9
Clearwater Capital Advisors
Illinois
$20.5M -$1.21M -32,842 -6%
RVPG
10
Relative Value Partners Group
$17.9M +$1.62M +44,142 +10%
JWM
11
Jacobus Wealth Management
Wisconsin
$14.8M +$794K +21,586 +6%
Wells Fargo
12
Wells Fargo
California
$13.6M +$3.84M +104,483 +40%
LYV
13
Live Your Vision
Pennsylvania
$12.9M +$379K +10,210 +3%
SFA
14
Sequoia Financial Advisors
Ohio
$12.8M -$294K -7,986 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$10.9M -$511K -13,896 -4%
VWM
16
Venturi Wealth Management
Texas
$7.7M -$1.26M -34,161 -14%
HB
17
Homrich & Berg
Georgia
$7.33M +$84.7K +2,304 +1%
PAG
18
Private Advisor Group
New Jersey
$7.14M +$824K +22,386 +13%
CAN
19
Cetera Advisor Networks
California
$6.98M +$846K +23,011 +14%
BC
20
Brinker Capital
Pennsylvania
$6.1M -$1.07M -29,196 -15%
EWMCB
21
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.62M -$21.9K -595 -0.4%
Ameriprise
22
Ameriprise
Minnesota
$5.61M +$216K +5,867 +4%
FG
23
Fiduciary Group
Georgia
$4.99M -$66.6K -1,810 -1%
Jane Street
24
Jane Street
New York
$4.46M +$4.46M +121,178 New
LCM
25
LVM Capital Management
Michigan
$4.45M +$141K +3,836 +3%