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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

203 hedge funds and large institutions have $1.67B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
4.4%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
35
Increased
74
Reduced
57
Closed
16
Calls
–
Puts
$17.3M
Net Calls
-$17.3M
Net Calls Change
-$17.3M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$9.38M
3
IDA
Intelligence Driven Advisers
California
+$7.56M
4
RJA
Raymond James & Associates
Florida
+$5.01M
5
BAAM
Baker Avenue Asset Management
California
+$4.76M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$12.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.81M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.73M
4
CFA
Carroll Financial Associates
North Carolina
-$6.01M
5
UBS Group
UBS Group
Switzerland
-$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$479M -$9.81M -227,728 -2%
Bank of America
2
Bank of America
North Carolina
$297M +$9.38M +217,949 +3%
Morgan Stanley
3
Morgan Stanley
New York
$98.3M +$4.43M +102,946 +5%
UBS Group
4
UBS Group
Switzerland
$57.3M -$4.56M -105,955 -7%
TLIC
5
Taiyo Life Insurance Company
Japan
$36.6M – – –
BFM
6
Boston Financial Management
Massachusetts
$36.3M -$1.62M -37,656 -4%
LPL Financial
7
LPL Financial
California
$35.3M -$3.33M -77,294 -9%
HFA
8
Huber Financial Advisors
Illinois
$33.2M +$2.68M +62,322 +9%
HighTower Advisors
9
HighTower Advisors
Illinois
$33.1M +$140K +3,250 +0.4%
Wells Fargo
10
Wells Fargo
California
$27.9M -$2.76M -64,062 -9%
CCA
11
Clearwater Capital Advisors
Illinois
$26.8M +$3.24M +75,259 +14%
RVPG
12
Relative Value Partners Group
$22.3M -$904 -21 -0%
RJA
13
Raymond James & Associates
Florida
$21.8M +$5.01M +116,349 +30%
OCM
14
One Capital Management
California
$21.6M +$3.04M +70,693 +16%
IDA
15
Intelligence Driven Advisers
California
$21.4M +$7.56M +175,486 +54%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.4M +$2.92M +67,710 +19%
RW
17
RVW Wealth
California
$18.1M +$18.1M +420,785 New
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$17.8M – – –
LYV
19
Live Your Vision
Pennsylvania
$17.6M +$1.67M +37,581 +10%
CRC
20
Curi RMB Capital
Illinois
$16.3M +$451K +10,465 +3%
CFA
21
Carroll Financial Associates
North Carolina
$15.4M -$6.01M -139,656 -28%
DLIC
22
Daido Life Insurance Company
Japan
$14.4M – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$13.7M +$1.4M +32,498 +11%
Ameriprise
24
Ameriprise
Minnesota
$13.3M +$1.18M +27,443 +10%
SFA
25
Sequoia Financial Advisors
Ohio
$12.8M -$115K -2,666 -0.9%
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