WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
16 hedge funds and large institutions have $15.7M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
98% more capital invested
Capital invested by funds: $7.92M → $15.7M (+$7.8M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
7% more funds holding
Funds holding: 15 → 16 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.85M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.77M |
| 3 |
LPL Financial
San Diego,
California
|
+$910K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$613K |
| 5 |
Jane Street
New York
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.6K |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$11K |
| 3 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$1K |
DGRS Hedge Fund Activity: Q4 2015 in Review
16 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2015, worth a combined $15.7M — up 98% from $7.92M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DGRS positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.85M. The largest seller was Bank of America, cutting an estimated $16.6K.
- 16 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2015, up from 15 in Q3 2015.
- Funds reported $15.7M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2015, up 98% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2015 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2015 was Morgan Stanley, an estimated $2.85M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2015 was Bank of America, an estimated $16.6K sold.
Based on aggregated 13F filings for Q4 2015.