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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

7 hedge funds and large institutions have $3.13M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+7
Holders Change %
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.3M +$1.27M +49,892 New
Morgan Stanley
2
Morgan Stanley
New York
$628K +$613K +24,157 New
Bank of America
3
Bank of America
North Carolina
$600K +$585K +23,061 New
LW
4
Linscomb Wealth
Texas
$278K +$272K +10,700 New
Ameriprise
5
Ameriprise
Minnesota
$263K +$257K +10,119 New
U
6
UBS
Switzerland
$60K +$58.4K +2,302 New
MFS
7
MSI Financial Services
Massachusetts
$4K +$3.81K +150 New

DGRS Hedge Fund Activity: Q3 2013 in Review

7 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2013, worth a combined $3.13M.

Buyers outnumbered sellers: 7 funds opened new DGRS positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $1.27M.

  • 7 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2013, up from 0 in Q2 2013.
  • Funds reported $3.13M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2013.
  • 7 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2013 and 0 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2013 was Royal Bank of Canada, an estimated $1.27M added.

Based on aggregated 13F filings for Q3 2013.