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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

15 hedge funds and large institutions have $7.92M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding

Funds holding: 11 → 15 (+4)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

7% more capital invested

Capital invested by funds: $7.41M → $7.92M (+$506K)

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LW
Linscomb Wealth
Texas
+$668K
2
UBS Group
UBS Group
Switzerland
+$364K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$346K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$248K
5
Morgan Stanley
Morgan Stanley
New York
+$134K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$235K
2
Bank of America
Bank of America
North Carolina
-$186K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.23K
4
TRCT
Tower Research Capital (TRC)
New York
-$948
Name Holding Trade Value Shares
Change 		Change in
Stake
LW
1
Linscomb Wealth
Texas
$4.4M +$668K +23,960 +16%
UBS Group
2
UBS Group
Switzerland
$758K +$364K +13,063 +81%
Morgan Stanley
3
Morgan Stanley
New York
$478K +$134K +4,800 +35%
LPL Financial
4
LPL Financial
California
$420K +$66.1K +2,372 +18%
Bank of America
5
Bank of America
North Carolina
$368K -$186K -6,669 -32%
Citadel Advisors
6
Citadel Advisors
Florida
$328K +$46.4K +1,666 +15%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$323K +$346K +12,427 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$302K -$235K -8,415 -42%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$275K -$2.23K -80 -0.8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$231K +$248K +8,903 New
NFG
11
Next Financial Group
Texas
$25K – – –
RIA
12
Regal Investment Advisors
Michigan
$11K +$11.9K +427 New
LYV
13
Live Your Vision
Pennsylvania
$1K +$669 +24 New
TRCT
14
Tower Research Capital (TRC)
New York
– -$948 -34 -74%

DGRS Hedge Fund Activity: Q3 2015 in Review

15 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2015, worth a combined $7.92M — up 6.8% from $7.41M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DGRS positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Linscomb Wealth, adding an estimated $668K. The largest seller was Susquehanna International Group, cutting an estimated $235K.

  • 15 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2015, up from 11 in Q2 2015.
  • Funds reported $7.92M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2015, up 6.8% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2015 and 0 closed out, a net change of +4 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2015 was Linscomb Wealth, an estimated $668K added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2015 was Susquehanna International Group, an estimated $235K sold.

Based on aggregated 13F filings for Q3 2015.