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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

133 hedge funds and large institutions have $1.21B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+23
Holders Change %
+20.91%
% of All Funds
3.02%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
29
Increased
56
Reduced
26
Closed
5
Calls
$696K
Puts
–
Net Calls
+$696K
Net Calls Change
+$696K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$449M
2
BFG
Beacon Financial Group
Texas
$16.1M
3
Bank of America
Bank of America
North Carolina
$211M
4
CRC
Curi RMB Capital
Illinois
$11.3M
5
BEC
Blue Edge Capital
Virginia
$8.72M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$42.2M
2
PAG
Private Advisor Group
New Jersey
$3.73M
3
Jane Street
Jane Street
New York
$3.46M
4
TSS
Two Sigma Securities
New York
$0
5
LYV
Live Your Vision
Pennsylvania
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$449M +$18.7M +451,349 +4%
Bank of America
2
Bank of America
North Carolina
$211M +$13.8M +334,063 +7%
Morgan Stanley
3
Morgan Stanley
New York
$60.9M +$1.74M +41,923 +3%
CFA
4
Carroll Financial Associates
North Carolina
$44.6M +$2.69M +64,922 +6%
UBS Group
5
UBS Group
Switzerland
$42.2M -$7.26M -175,333 -15%
LPL Financial
6
LPL Financial
California
$38.2M +$840K +20,287 +2%
BFM
7
Boston Financial Management
Massachusetts
$34.6M +$5.98M +144,317 +21%
HighTower Advisors
8
HighTower Advisors
Illinois
$25.8M -$149K -3,603 -0.6%
CCA
9
Clearwater Capital Advisors
Illinois
$21.8M -$335K -8,082 -2%
RVPG
10
Relative Value Partners Group
$21.6M +$692K +16,708 +3%
Wells Fargo
11
Wells Fargo
California
$21.5M +$4.05M +97,837 +23%
BFG
12
Beacon Financial Group
Texas
$16.1M +$16.1M +388,232 New
LYV
13
Live Your Vision
Pennsylvania
$14.8M -$705K -16,175 -5%
CAN
14
Cetera Advisor Networks
California
$14.3M +$127K +3,060 +0.9%
SFA
15
Sequoia Financial Advisors
Ohio
$13.4M +$36.3K +875 +0.3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$12M -$172K -4,148 -1%
CRC
17
Curi RMB Capital
Illinois
$11.3M +$11.3M +273,424 New
VWM
18
Venturi Wealth Management
Texas
$8.85M +$277K +6,685 +3%
BEC
19
Blue Edge Capital
Virginia
$8.72M +$8.72M +210,367 New
HB
20
Homrich & Berg
Georgia
$8.43M +$48.5K +1,170 +0.6%
EWMCB
21
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.73M -$178K -4,308 -3%
Ameriprise
22
Ameriprise
Minnesota
$6M -$313K -7,548 -5%
FG
23
Fiduciary Group
Georgia
$5.69M -$6.63K -160 -0.1%
LCM
24
LVM Capital Management
Michigan
$5.68M +$269K +6,500 +5%
AFG
25
Albion Financial Group
Utah
$5.32M -$44.6K -1,076 -0.8%
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