WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
60 hedge funds and large institutions have $65.6M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
58% more capital invested
Capital invested by funds: $41.6M → $65.6M (+$24.1M)
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
15% more funds holding
Funds holding: 52 → 60 (+8)
4.02% more ownership
Funds ownership: 42.84% → 46.86% (+4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.35M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$1.04M |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$585K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$1.21M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
-$544K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$345K |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
-$300K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$251K |
DGRS Hedge Fund Activity: Q4 2020 in Review
60 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2020, worth a combined $65.6M — up 58% from $41.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DGRS positions and 3 closed out — a net gain of 8 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was UBS Group, adding an estimated $5.98M. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.21M sold.
- 60 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2020, up from 52 in Q3 2020.
- Funds reported $65.6M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2020, up 58% quarter-over-quarter.
- 11 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2020 and 3 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2020 was UBS Group, an estimated $5.98M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2020 was HighTower Advisors, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2020.