WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
60 hedge funds and large institutions have $61.9M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
13% more capital invested
Capital invested by funds: $54.7M → $61.9M (+$7.12M)
9% more funds holding
Funds holding: 55 → 60 (+5)
3.02% more ownership
Funds ownership: 45.23% → 48.25% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$653K |
| 2 |
CM
Capital Management
Glen Allen,
Virginia
|
+$625K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$619K |
| 4 |
Morgan Stanley
New York
|
+$534K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1.45M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$545K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$328K |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$253K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
51
Arkadios Wealth Advisors
Atlanta,
Georgia
| $15.4K | +$15.1K | +412 | New |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $15K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $12K | – | – | – |
|
|
S
54
SignatureFD
Atlanta,
Georgia
| $12K | – | – | – |
|
|
PFGIA
55
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $10K | +$37 | +1 | +0.4% |
|
|
1IA
56
1834 Investment Advisors
Milwaukee,
Wisconsin
| $8K | – | – | – |
|
|
GEA
57
Glen Eagle Advisors
Kingston,
New Jersey
| $7.54K | -$4.07K | -111 | -36% |
|
|
ACA
58
Aptus Capital Advisors
Fairhope,
Alabama
| $7K | – | – | – |
|
|
EI
59
Ellevest Inc
New York
| $3K | -$80.5K | -2,195 | -96% |
|
|
GSWM
60
Golden State Wealth Management
Santa Ana,
California
| – | -$22K | -632 | Closed |
|
|
FAAS
61
First Allied Advisory Services
San Diego,
California
| – | -$6K | -160 | Closed |
|
|
SBL
62
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$1K | -29 | Closed |
|
|
MA
63
MCF Advisors
Covington,
Kentucky
| – | -$110 | -3 | -30% |
|
DGRS Hedge Fund Activity: Q4 2019 in Review
60 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2019, worth a combined $61.9M — up 13% from $54.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DGRS positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Bank of America, adding an estimated $653K. The largest seller was ACG Wealth, cutting an estimated $1.45M.
- 60 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2019, up from 55 in Q3 2019.
- Funds reported $61.9M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2019, up 13% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2019 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2019 was Bank of America, an estimated $653K added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2019 was ACG Wealth, an estimated $1.45M sold.
Based on aggregated 13F filings for Q4 2019.