WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
55 hedge funds and large institutions have $54.7M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 11 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
2% more capital invested
Capital invested by funds: $53.5M → $54.7M (+$1.25M)
0.28% more ownership
Funds ownership: 44.95% → 45.23% (+0.28%)
0% more funds holding
Funds holding: 55 → 55 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.23M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$557K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$311K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$211K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$902K |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$526K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$299K |
| 4 |
SG Americas Securities
New York
|
-$292K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$272K |
DGRS Hedge Fund Activity: Q3 2019 in Review
55 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2019, worth a combined $54.7M — up 2.3% from $53.5M a quarter earlier.
Fund positioning in DGRS was balanced in Q3 2019: 11 funds opened new positions, 11 closed out, 16 added to existing stakes and 13 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $2.23M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $902K sold.
- 55 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $54.7M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2019, up 2.3% quarter-over-quarter.
- 11 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2019 and 11 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2019 was Avantax Advisory Services, an estimated $2.23M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2019 was Susquehanna International Group, an estimated $902K sold.
Based on aggregated 13F filings for Q3 2019.