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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

110 hedge funds and large institutions have $1.05B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.75%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
16
Increased
52
Reduced
25
Closed
8
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
$397M +$14.6M +382,532 +4%
Bank of America
2
Bank of America
North Carolina
$182M +$23.9M +625,876 +15%
Morgan Stanley
3
Morgan Stanley
New York
$54.5M +$736K +19,283 +1%
UBS Group
4
UBS Group
Switzerland
$45.6M -$3.32M -87,035 -7%
CFA
5
Carroll Financial Associates
North Carolina
$39.1M +$13.6M +352,166 +53%
LPL Financial
6
LPL Financial
California
$34.4M -$1.62M -42,461 -5%
BFM
7
Boston Financial Management
Massachusetts
$26.4M -$803K -21,042 -3%
HighTower Advisors
8
HighTower Advisors
Illinois
$23.9M +$502K +13,157 +2%
CCA
9
Clearwater Capital Advisors
Illinois
$20.6M -$851K -22,101 -4%
RVPG
10
Relative Value Partners Group
$19.3M +$753K +19,737 +4%
Wells Fargo
11
Wells Fargo
California
$16.1M +$1.99M +52,074 +14%
JWM
12
Jacobus Wealth Management
Wisconsin
$15.9M +$551K +14,439 +4%
LYV
13
Live Your Vision
Pennsylvania
$13.5M +$243K +6,372 +2%
CAN
14
Cetera Advisor Networks
California
$13.1M +$5.82M +152,354 +80%
SFA
15
Sequoia Financial Advisors
Ohio
$12.3M -$926K -24,274 -7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$11.2M -$44.7K -1,171 -0.4%
VWM
17
Venturi Wealth Management
Texas
$7.93M -$92K -2,400 -1%
HB
18
Homrich & Berg
Georgia
$7.72M +$122K +3,190 +2%
PAG
19
Private Advisor Group
New Jersey
$7.53M +$56.1K +1,457 +0.8%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.36M +$529K +13,851 +9%
Ameriprise
21
Ameriprise
Minnesota
$5.82M -$191 -5 -0%
Jane Street
22
Jane Street
New York
$5.57M +$948K +24,852 +21%
FG
23
Fiduciary Group
Georgia
$5.25M +$75.3K +1,972 +1%
LCM
24
LVM Capital Management
Michigan
$4.99M +$365K +9,571 +8%
AFG
25
Albion Financial Group
Utah
$4.94M +$2.03M +53,122 +70%