WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
20 hedge funds and large institutions have $30.9M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
55% more capital invested
Capital invested by funds: $20M → $30.9M (+$10.9M)
11% more funds holding
Funds holding: 18 → 20 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
+$3.35M |
| 2 |
Morgan Stanley
New York
|
+$3.02M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.14M |
| 4 |
Jane Street
New York
|
+$970K |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
+$840K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$784K |
| 2 |
LCM
LVM Capital Management
Portage,
Michigan
|
-$532K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$30.7K |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$19.7K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$18.2K |
DGRS Hedge Fund Activity: Q3 2016 in Review
20 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2016, worth a combined $30.9M — up 55% from $20M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DGRS positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Gemmer Asset Management, opening a new position worth an estimated $3.35M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $784K sold.
- 20 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2016, up from 18 in Q2 2016.
- Funds reported $30.9M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2016, up 55% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2016 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2016 was Gemmer Asset Management, an estimated $3.35M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2016 was Susquehanna International Group, an estimated $784K sold.
Based on aggregated 13F filings for Q3 2016.