WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
46 hedge funds and large institutions have $47.5M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
15% more capital invested
Capital invested by funds: $41.4M → $47.5M (+$6.11M)
10% more funds holding
Funds holding: 42 → 46 (+4)
1.12% more ownership
Funds ownership: 38.89% → 40.01% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$1.66M |
| 2 |
Jane Street
New York
|
+$1.45M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$789K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$535K |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
LVM Capital Management
Portage,
Michigan
|
-$425K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$286K |
| 3 |
SHA
Seneca House Advisors
Richmond,
Virginia
|
-$258K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$251K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$71.2K |
DGRS Hedge Fund Activity: Q3 2018 in Review
46 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2018, worth a combined $47.5M — up 15% from $41.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DGRS positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was ACG Wealth, opening a new position worth an estimated $1.66M. The largest seller was LVM Capital Management, cutting an estimated $425K.
- 46 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2018, up from 42 in Q2 2018.
- Funds reported $47.5M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2018, up 15% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2018 and 4 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2018 was ACG Wealth, an estimated $1.66M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2018 was LVM Capital Management, an estimated $425K sold.
Based on aggregated 13F filings for Q3 2018.