WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
7 hedge funds and large institutions have $10.9M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
51% more capital invested
Capital invested by funds: $7.21M → $10.9M (+$3.67M)
17% more funds holding
Funds holding: 6 → 7 (+1)
Top Buyers
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
+$1.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.17M |
| 3 |
Morgan Stanley
New York
|
+$477K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$105K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.44K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$51.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LW
1
Linscomb Wealth
Houston,
Texas
| $3.43M | +$1.78M | +63,594 | +114% |
|
|
2
Morgan Stanley
New York
| $2.64M | +$477K | +17,016 | +23% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.91M | -$51.7K | -1,846 | -3% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $1.42M | +$105K | +3,763 | +8% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.2M | +$1.17M | +41,618 | New |
|
|
6
Ameriprise
Minneapolis,
Minnesota
| $291K | +$6.44K | +230 | +2% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $3K | +$112 | +4 | +4% |
|
DGRS Hedge Fund Activity: Q2 2014 in Review
7 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2014, worth a combined $10.9M — up 51% from $7.21M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new DGRS positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Linscomb Wealth, adding an estimated $1.78M. The largest seller was Royal Bank of Canada, cutting an estimated $51.7K.
- 7 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2014, up from 6 in Q1 2014.
- Funds reported $10.9M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2014, up 51% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2014 and 0 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2014 was Linscomb Wealth, an estimated $1.78M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2014 was Royal Bank of Canada, an estimated $51.7K sold.
Based on aggregated 13F filings for Q2 2014.