WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
18 hedge funds and large institutions have $15.8M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
13% more funds holding
Funds holding: 16 → 18 (+2)
1% more capital invested
Capital invested by funds: $15.7M → $15.8M (+$84.8K)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$561K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$520K |
| 3 |
LPL Financial
San Diego,
California
|
+$412K |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
+$345K |
| 5 |
CM
Capital Management
Glen Allen,
Virginia
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 2 |
Morgan Stanley
New York
|
-$914K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$514K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$240K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$196K |
DGRS Hedge Fund Activity: Q1 2016 in Review
18 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2016, worth a combined $15.8M — up 0.54% from $15.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DGRS positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $561K. The largest seller was Susquehanna International Group, cutting an estimated $1.03M.
- 18 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2016, up from 16 in Q4 2015.
- Funds reported $15.8M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2016, up 0.54% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2016 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2016 was IFP Advisors, an estimated $561K added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2016 was Susquehanna International Group, an estimated $1.03M sold.
Based on aggregated 13F filings for Q1 2016.