WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
50 hedge funds and large institutions have $57.3M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.
26% more capital invested
Capital invested by funds: $45.5M → $57.3M (+$11.7M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2.16% more ownership
Funds ownership: 45.67% → 47.82% (+2.2%)
2% more funds holding
Funds holding: 49 → 50 (+1)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$5.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.95M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$942K |
| 5 |
SG Americas Securities
New York
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.62M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.28M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$715K |
| 4 |
Morgan Stanley
New York
|
-$512K |
| 5 |
Jane Street
New York
|
-$454K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
51
Claybrook Capital
Wellesley,
Massachusetts
| – | -$38K | -1,220 | Closed |
|
|
WDL
52
Well Done LLC
Holland,
Michigan
| – | -$38K | -1,220 | Closed |
|
53
Wells Fargo
San Francisco,
California
| – | -$12K | -400 | Closed |
|
|
DWM
54
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$9K | -290 | Closed |
|
|
AIC
55
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$2K | -50 | Closed |
|
|
MA
56
MCF Advisors
Covington,
Kentucky
| – | -$451 | -13 | -50% |
|
DGRS Hedge Fund Activity: Q1 2019 in Review
50 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2019, worth a combined $57.3M — up 26% from $45.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DGRS positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 14 trimmed.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $5.2M. The largest seller was UBS Group, cutting an estimated $2.62M.
- 50 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2019, up from 49 in Q4 2018.
- Funds reported $57.3M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2019, up 26% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2019 and 7 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2019 was Cardan Capital Partners, an estimated $5.2M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2019 was UBS Group, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2019.