Novare Capital Management LLC Has $823,000 Position in WisdomTree Trust (DGRW)

Novare Capital Management LLC increased its position in shares of WisdomTree Trust (NASDAQ:DGRW) by 30.2% during the fourth quarter, Holdings Channel reports. The fund owned 19,856 shares of the company’s stock after acquiring an additional 4,607 shares during the quarter. Novare Capital Management LLC’s holdings in WisdomTree Trust were worth $823,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in DGRW. Tarbox Family Office Inc. acquired a new position in shares of WisdomTree Trust in the 4th quarter valued at $119,000. Prospera Financial Services Inc acquired a new position in shares of WisdomTree Trust in the 4th quarter valued at $232,000. Triangle Securities Wealth Management boosted its holdings in shares of WisdomTree Trust by 54.6% in the 4th quarter. Triangle Securities Wealth Management now owns 8,230 shares of the company’s stock valued at $341,000 after purchasing an additional 2,905 shares during the last quarter. Koshinski Asset Management Inc. boosted its holdings in shares of WisdomTree Trust by 39.0% in the 4th quarter. Koshinski Asset Management Inc. now owns 8,902 shares of the company’s stock valued at $369,000 after purchasing an additional 2,496 shares during the last quarter. Finally, Blue Bell Private Wealth Management LLC boosted its holdings in shares of WisdomTree Trust by 60.7% in the 4th quarter. Blue Bell Private Wealth Management LLC now owns 9,000 shares of the company’s stock valued at $372,000 after purchasing an additional 3,400 shares during the last quarter.

WisdomTree Trust (NASDAQ:DGRW) opened at $41.32 on Thursday. WisdomTree Trust has a 1-year low of $34.09 and a 1-year high of $44.54.

The firm also recently announced a monthly dividend, which was paid on Friday, January 26th. Stockholders of record on Wednesday, January 24th were paid a $0.015 dividend. This represents a $0.18 dividend on an annualized basis and a dividend yield of 0.44%. The ex-dividend date was Tuesday, January 23rd.

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Want to see what other hedge funds are holding DGRW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for WisdomTree Trust (NASDAQ:DGRW).

Institutional Ownership by Quarter for WisdomTree Trust (NASDAQ:DGRW)

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