WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
22 hedge funds and large institutions have $35.7M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
41.21% more ownership
Funds ownership: 0% → 41.21% (+41%)
16% more capital invested
Capital invested by funds: $30.9M → $35.7M (+$4.82M)
10% more funds holding
Funds holding: 20 → 22 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.44M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
+$833K |
| 4 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
+$829K |
| 5 |
LCM
LVM Capital Management
Portage,
Michigan
|
+$636K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.84M |
| 2 |
Jane Street
New York
|
-$987K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$327K |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$43.3K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.84K |
DGRS Hedge Fund Activity: Q4 2016 in Review
22 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2016, worth a combined $35.7M — up 16% from $30.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DGRS positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.44M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $2.84M sold.
- 22 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2016, up from 20 in Q3 2016.
- Funds reported $35.7M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2016, up 16% quarter-over-quarter.
- 4 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2016 and 2 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2016 was Morgan Stanley, an estimated $1.44M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2016 was Commonwealth Equity Services, an estimated $2.84M sold.
Based on aggregated 13F filings for Q4 2016.