WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
56 hedge funds and large institutions have $33.3M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 60 → 56 (-4)
7.29% less ownership
Funds ownership: 48.25% → 40.97% (-7.3%)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
46% less capital invested
Capital invested by funds: $61.9M → $33.3M (-$28.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$613K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$538K |
| 4 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$371K |
| 5 |
ACWM
Adams Chetwood Wealth Management
Durham,
North Carolina
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$5.92M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.42M |
| 3 |
Morgan Stanley
New York
|
-$1.94M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.62M |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
-$628K |
DGRS Hedge Fund Activity: Q1 2020 in Review
56 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2020, worth a combined $33.3M — down 46% from $61.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DGRS and 9 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 14 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.03M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $5.92M sold.
- 56 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2020, down from 60 in Q4 2019.
- Funds reported $33.3M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2020, down 46% quarter-over-quarter.
- 9 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2020 and 11 closed out, a net change of -2 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $1.03M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2020 was Cardan Capital Partners, an estimated $5.92M sold.
Based on aggregated 13F filings for Q1 2020.