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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

214 hedge funds and large institutions have $1.72B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
4.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
30
Increased
90
Reduced
53
Closed
17
Calls
–
Puts
$29.2M
Net Calls
-$29.2M
Net Calls Change
-$12M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$24.5M
2
Bank of America
2
Bank of America
North Carolina
$316M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.4M
4
CGFA
4
Colton Groome Financial Advisors
North Carolina
$9.72M
5
RVPG
5
Relative Value Partners Group
$29.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$366M
2
QA
2
Quantitative Advantage
Minnesota
$0
3
IDA
3
Intelligence Driven Advisers
California
$16.4M
4
AI
4
Atria Investments
North Carolina
$0
5
AA
5
Ancora Advisors
Ohio
$4.73M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$366M 8,383,868 -2,731,734 -25%
Bank of America
2
Bank of America
North Carolina
$316M 7,234,799 +345,462 +5%
Morgan Stanley
3
Morgan Stanley
New York
$97.9M 2,242,571 -39,413 -2%
UBS Group
4
UBS Group
Switzerland
$60.6M 1,389,411 +58,946 +4%
BFG
5
Beacon Financial Group
Texas
$43M 986,080 +1,022 +0.1%
LPL Financial
6
LPL Financial
California
$40.9M 936,116 +117,322 +14%
HFA
7
Huber Financial Advisors
Illinois
$37.9M 867,631 +97,616 +13%
TLIC
8
Taiyo Life Insurance Company
Japan
$37.1M 850,000 – –
BFM
9
Boston Financial Management
Massachusetts
$36.6M 838,895 -5,103 -0.6%
HighTower Advisors
10
HighTower Advisors
Illinois
$33.6M 770,344 +2,613 +0.3%
Wells Fargo
11
Wells Fargo
California
$30.2M 692,809 +44,754 +7%
RVPG
12
Relative Value Partners Group
$29.8M 682,610 +165,736 +32%
CCA
13
Clearwater Capital Advisors
Illinois
$28.6M 655,064 +33,825 +5%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
– – – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$25.4M 582,670 +333,951 +134%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$24.5M 561,229 +561,229 New
RJA
17
Raymond James & Associates
Florida
$23.4M 535,560 +28,275 +6%
OCM
18
One Capital Management
California
$21.1M 484,283 -18,006 -4%
RW
19
RVW Wealth
California
$19.3M 442,277 +21,492 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$19.1M 437,959 +11,312 +3%
IDA
21
Intelligence Driven Advisers
California
$16.4M 376,815 -121,016 -24%
CFA
22
Carroll Financial Associates
North Carolina
$16.3M 373,447 +15,559 +4%
Ameriprise
23
Ameriprise
Minnesota
$16.3M 373,605 +64,744 +21%
CRC
24
Curi RMB Capital
Illinois
$15.5M 355,123 -24,336 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$15.1M 346,891 +29,007 +9%
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