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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

149 hedge funds and large institutions have $1.34B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
21
Increased
55
Reduced
47
Closed
9
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
-$518K

Top Buyers

1
OCM
1
One Capital Management
California
$18M
2
Morgan Stanley
2
Morgan Stanley
New York
$77M
3
DLIC
3
Daido Life Insurance Company
Japan
$13.7M
4
Ameriprise
4
Ameriprise
Minnesota
$12.1M
5
RJA
5
Raymond James & Associates
Florida
$7.04M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$0
2
VWM
2
Venturi Wealth Management
Texas
$0
3
LPL Financial
3
LPL Financial
California
$32.9M
4
Wells Fargo
4
Wells Fargo
California
$20.6M
5
Jane Street
5
Jane Street
New York
$893K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$458M 11,169,225 +87,122 +0.8%
Bank of America
2
Bank of America
North Carolina
$228M 5,550,957 +31,557 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$77M 1,878,372 +299,491 +19%
CFA
4
Carroll Financial Associates
North Carolina
$47.9M 1,168,566 +43,151 +4%
UBS Group
5
UBS Group
Switzerland
$41.8M 1,019,438 +47,245 +5%
BFG
6
Beacon Financial Group
Texas
$37.4M 910,790 +10,207 +1%
TLIC
7
Taiyo Life Insurance Company
Japan
$34.9M 850,000 – –
LPL Financial
8
LPL Financial
California
$32.9M 802,332 -148,319 -16%
BFM
9
Boston Financial Management
Massachusetts
$31.3M 763,978 -46,263 -6%
HighTower Advisors
10
HighTower Advisors
Illinois
$29.8M 726,730 +42,407 +6%
CCA
11
Clearwater Capital Advisors
Illinois
$22.7M 553,777 +14,131 +3%
RVPG
12
Relative Value Partners Group
$21.7M 528,828 +13,376 +3%
Wells Fargo
13
Wells Fargo
California
$20.6M 501,305 -128,291 -20%
OCM
14
One Capital Management
California
$18M 439,604 +439,604 New
CRC
15
Curi RMB Capital
Illinois
$14.7M 358,332 -2,714 -0.8%
LYV
16
Live Your Vision
Pennsylvania
$14.3M 342,455 +5,640 +2%
DLIC
17
Daido Life Insurance Company
Japan
$13.7M 334,561 +222,086 +197%
SFA
18
Sequoia Financial Advisors
Ohio
$12.7M 309,221 -10,994 -3%
Ameriprise
19
Ameriprise
Minnesota
$12.1M 295,539 +110,951 +60%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.9M 291,231 +23,761 +9%
HB
21
Homrich & Berg
Georgia
$8.8M 214,536 -13,790 -6%
BEC
22
Blue Edge Capital
Virginia
$8.79M 214,253 +3,391 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.1M 197,597 +14,600 +8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$7.51M 183,004 -27,990 -13%
RJA
25
Raymond James & Associates
Florida
$7.04M 171,693 +94,062 +121%
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