WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
55 hedge funds and large institutions have $53.5M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
10% more funds holding
Funds holding: 50 → 55 (+5)
2.87% less ownership
Funds ownership: 47.82% → 44.95% (-2.9%)
7% less capital invested
Capital invested by funds: $57.3M → $53.5M (-$3.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$809K |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
+$389K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$374K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$276K |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$4.04M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$1.04M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$849K |
| 4 |
Jane Street
New York
|
-$329K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$266K |
DGRS Hedge Fund Activity: Q2 2019 in Review
55 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2019, worth a combined $53.5M — down 6.6% from $57.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DGRS positions and 2 closed out — a net gain of 6 holders — while 20 added to existing stakes and 16 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $809K. The largest seller was ACG Wealth, cutting an estimated $4.04M.
- 55 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2019, up from 50 in Q1 2019.
- Funds reported $53.5M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2019, down 6.6% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2019 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2019 was Commonwealth Equity Services, an estimated $809K added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2019 was ACG Wealth, an estimated $4.04M sold.
Based on aggregated 13F filings for Q2 2019.