WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
43 hedge funds and large institutions have $40.3M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
8% more funds holding
Funds holding: 40 → 43 (+3)
4.87% less ownership
Funds ownership: 44.59% → 39.72% (-4.9%)
14% less capital invested
Capital invested by funds: $47M → $40.3M (-$6.68M)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
+$896K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$647K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$388K |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
+$359K |
| 5 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$912K |
| 3 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$869K |
| 4 |
JP Morgan Chase
New York
|
-$580K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$520K |
DGRS Hedge Fund Activity: Q1 2018 in Review
43 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2018, worth a combined $40.3M — down 14% from $47M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DGRS positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 17 trimmed.
The largest buyer was Starfire Investment Advisers, opening a new position worth an estimated $896K. The largest seller was Morgan Stanley, cutting an estimated $3.07M.
- 43 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2018, up from 40 in Q4 2017.
- Funds reported $40.3M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2018, down 14% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2018 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2018 was Starfire Investment Advisers, an estimated $896K added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2018 was Morgan Stanley, an estimated $3.07M sold.
Based on aggregated 13F filings for Q1 2018.