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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

212 hedge funds and large institutions have $1.83B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 21 closing their positions.

Holders
212
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.66%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.37%
New
20
Increased
96
Reduced
58
Closed
21
Calls
–
Puts
$32M
Net Calls
-$32M
Net Calls Change
-$2.78M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
Ameriprise
2
Ameriprise
Minnesota
$38M
3
AG
3
Advisor Group
Arizona
$14.9M
4
LPL Financial
4
LPL Financial
California
$48.7M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$345M
2
CGFA
2
Colton Groome Financial Advisors
North Carolina
$940K
3
BFG
3
Beacon Financial Group
Texas
$39.2M
4
IDA
4
Intelligence Driven Advisers
California
$13.8M
5
PMG
5
ProVise Management Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$349M 7,729,721 +494,922 +7%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$345M 7,645,335 -738,533 -9%
Morgan Stanley
3
Morgan Stanley
New York
$100M 2,221,779 -20,792 -0.9%
UBS Group
4
UBS Group
Switzerland
$64.9M 1,440,403 +50,992 +4%
LPL Financial
5
LPL Financial
California
$48.7M 1,079,525 +143,409 +15%
HFA
6
Huber Financial Advisors
Illinois
$40.8M 904,789 +37,158 +4%
BFG
7
Beacon Financial Group
Texas
$39.2M 873,356 -112,724 -11%
TLIC
8
Taiyo Life Insurance Company
Japan
$38.3M 850,000 – –
Ameriprise
9
Ameriprise
Minnesota
$38M 843,734 +470,129 +126%
HighTower Advisors
10
HighTower Advisors
Illinois
$37.6M 833,021 +62,677 +8%
BFM
11
Boston Financial Management
Massachusetts
$37.4M 829,106 -9,789 -1%
Wells Fargo
12
Wells Fargo
California
$34.4M 762,967 +70,158 +10%
CCA
13
Clearwater Capital Advisors
Illinois
$32.8M 727,713 +72,649 +11%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
– – – –
RVPG
15
Relative Value Partners Group
$31.4M 697,081 +14,471 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$28.5M 633,142 +50,472 +9%
RJA
17
Raymond James & Associates
Florida
$24.8M 549,578 +14,018 +3%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$24M 531,642 -29,587 -5%
OCM
19
One Capital Management
California
$22.8M 506,534 +22,251 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$20.2M 448,118 +10,159 +2%
RW
21
RVW Wealth
California
$19.1M 424,557 -17,720 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$16.3M 361,262 +14,371 +4%
CFA
23
Carroll Financial Associates
North Carolina
$16M 354,604 -18,843 -5%
CRC
24
Curi RMB Capital
Illinois
$15.4M 340,620 -14,503 -4%
DLIC
25
Daido Life Insurance Company
Japan
$15.1M 334,561 – –
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