WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
7 hedge funds and large institutions have $6.98M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, reducing their positions, and 1 closing their positions.
123% more capital invested
Capital invested by funds: $3.13M → $6.98M (+$3.85M)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.53M |
| 2 |
Morgan Stanley
New York
|
+$1.01M |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
+$499K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$383K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$4.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$60K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.03M | +$1.53M | +56,082 | +112% |
|
|
2
Morgan Stanley
New York
| $1.75M | +$1.01M | +37,145 | +154% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $1.06M | +$383K | +14,039 | +61% |
|
|
LW
4
Linscomb Wealth
Houston,
Texas
| $829K | +$499K | +18,287 | +171% |
|
5
Ameriprise
Minneapolis,
Minnesota
| $290K | +$491 | +18 | +0.2% |
|
|
MFS
6
MSI Financial Services
Springfield,
Massachusetts
| $9K | +$4.37K | +160 | +107% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $1K | +$983 | +36 | New |
|
|
U
8
UBS
Zurich,
Switzerland
| – | -$60K | -2,302 | Closed |
|
DGRS Hedge Fund Activity: Q4 2013 in Review
7 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2013, worth a combined $6.98M — up 123% from $3.13M a quarter earlier.
Fund positioning in DGRS was balanced in Q4 2013: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 0 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.53M. The largest seller was UBS, exiting entirely with an estimated $60K sold.
- 7 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $6.98M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2013, up 123% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2013 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2013 was Royal Bank of Canada, an estimated $1.53M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2013 was UBS, an estimated $60K sold.
Based on aggregated 13F filings for Q4 2013.