WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
42 hedge funds and large institutions have $41.4M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
3% more capital invested
Capital invested by funds: $40.3M → $41.4M (+$1.08M)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.83% less ownership
Funds ownership: 39.72% → 38.89% (-0.83%)
2% less funds holding
Funds holding: 43 → 42 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$633K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$320K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$287K |
| 4 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$239K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stokes Capital Advisors
Greenwood,
South Carolina
|
-$1.62M |
| 2 |
Jane Street
New York
|
-$809K |
| 3 |
LPL Financial
San Diego,
California
|
-$713K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$302K |
| 5 |
SHA
Seneca House Advisors
Richmond,
Virginia
|
-$180K |
DGRS Hedge Fund Activity: Q2 2018 in Review
42 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2018, worth a combined $41.4M — up 2.7% from $40.3M a quarter earlier.
Fund positioning in DGRS was balanced in Q2 2018: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 10 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $633K. The largest seller was Stokes Capital Advisors, exiting entirely with an estimated $1.62M sold.
- 42 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2018, down from 43 in Q1 2018.
- Funds reported $41.4M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2018, up 2.7% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2018 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2018 was Raymond James & Associates, an estimated $633K added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2018 was Stokes Capital Advisors, an estimated $1.62M sold.
Based on aggregated 13F filings for Q2 2018.