WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
10 hedge funds and large institutions have $10.8M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and closing their positions.
43% more funds holding
Funds holding: 7 → 10 (+3)
0% less capital invested
Capital invested by funds: $10.9M → $10.8M (-$37K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$989K |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
+$407K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$383K |
| 4 |
LPL Financial
San Diego,
California
|
+$230K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$29.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$956K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$255K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$189K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$923 |
DGRS Hedge Fund Activity: Q3 2014 in Review
10 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2014, worth a combined $10.8M — down 0.34% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DGRS positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $989K. The largest seller was Morgan Stanley, cutting an estimated $956K.
- 10 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2014, up from 7 in Q2 2014.
- Funds reported $10.8M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2014, down 0.34% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2014 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2014 was Susquehanna International Group, an estimated $989K added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2014 was Morgan Stanley, an estimated $956K sold.
Based on aggregated 13F filings for Q3 2014.