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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

137 hedge funds and large institutions have $1.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
18
Increased
64
Reduced
32
Closed
14
Calls
$912K
Puts
–
Net Calls
+$912K
Net Calls Change
+$216K

Top Buyers

1
TLIC
1
Taiyo Life Insurance Company
Japan
$34.3M
2
BFG
2
Beacon Financial Group
Texas
$36.3M
3
Bank of America
3
Bank of America
North Carolina
$223M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$447M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$8.52M
2
UBS Group
2
UBS Group
Switzerland
$39.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BFM
4
Boston Financial Management
Massachusetts
$32.7M
5
KA
5
Kovack Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$447M 11,082,103 +238,516 +2%
Bank of America
2
Bank of America
North Carolina
$223M 5,519,400 +425,637 +8%
Morgan Stanley
3
Morgan Stanley
New York
$63.7M 1,578,881 +108,447 +7%
CFA
4
Carroll Financial Associates
North Carolina
$45.4M 1,125,415 +48,710 +5%
UBS Group
5
UBS Group
Switzerland
$39.2M 972,193 -46,451 -5%
LPL Financial
6
LPL Financial
California
$38.4M 950,651 +29,524 +3%
BFG
7
Beacon Financial Group
Texas
$36.3M 900,583 +512,351 +132%
TLIC
8
Taiyo Life Insurance Company
Japan
$34.3M 850,000 +850,000 New
BFM
9
Boston Financial Management
Massachusetts
$32.7M 810,241 -24,866 -3%
HighTower Advisors
10
HighTower Advisors
Illinois
$27.6M 684,323 +60,829 +10%
Wells Fargo
11
Wells Fargo
California
$25.4M 629,596 +110,994 +21%
CCA
12
Clearwater Capital Advisors
Illinois
$21.8M 539,646 +13,485 +3%
RVPG
13
Relative Value Partners Group
$20.8M 515,452 -7,014 -1%
CRC
14
Curi RMB Capital
Illinois
$14.6M 361,046 +87,622 +32%
CAN
15
Cetera Advisor Networks
California
$14.2M 352,996 +7,636 +2%
LYV
16
Live Your Vision
Pennsylvania
$13.7M 336,815 -1,995 -0.6%
SFA
17
Sequoia Financial Advisors
Ohio
$12.9M 320,215 -3,400 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.8M 267,470 +215,446 +414%
HB
19
Homrich & Berg
Georgia
$9.22M 228,326 +24,768 +12%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$8.52M 210,994 -79,077 -27%
BEC
21
Blue Edge Capital
Virginia
$8.51M 210,862 +495 +0.2%
VWM
22
Venturi Wealth Management
Texas
$7.78M 192,765 -20,789 -10%
Ameriprise
23
Ameriprise
Minnesota
$7.47M 184,588 +39,704 +27%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.39M 182,997 +55,753 +44%
ACG
25
Allen Capital Group
Nebraska
$6.77M 167,682 +39,583 +31%
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