WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
25 hedge funds and large institutions have $42.9M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $35.7M → $42.9M (+$7.13M)
14% more funds holding
Funds holding: 22 → 25 (+3)
9.81% more ownership
Funds ownership: 41.21% → 51.03% (+9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.27M |
| 2 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$1.73M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$710K |
| 4 |
LCM
LVM Capital Management
Portage,
Michigan
|
+$651K |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
-$878K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$524K |
| 3 |
CM
Capital Management
Glen Allen,
Virginia
|
-$127K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$115K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$524K | -15,419 | Closed |
|
|
AA
27
Ancora Advisors
Cleveland,
Ohio
| – | -$37K | -1,091 | Closed |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| – | -$17K | -500 | Closed |
|
DGRS Hedge Fund Activity: Q1 2017 in Review
25 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2017, worth a combined $42.9M — up 20% from $35.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DGRS positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.27M. The largest seller was Pointe Capital Management, exiting entirely with an estimated $878K sold.
- 25 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2017, up from 22 in Q4 2016.
- Funds reported $42.9M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2017, up 20% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2017 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2017 was Morgan Stanley, an estimated $3.27M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2017 was Pointe Capital Management, an estimated $878K sold.
Based on aggregated 13F filings for Q1 2017.