WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.
364% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 11
66% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 58
18% more funds holding
Funds holding: 212 → 250 (+38)
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
17% more capital invested
Capital invested by funds: $1.83B → $2.14B (+$312M)
1.65% more ownership
Funds ownership: 62.25% → 63.9% (+1.7%)
99% less call options, than puts
Call options by funds: $291K | Put options by funds: $33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$39.1M |
| 2 |
Morgan Stanley
New York
|
+$36M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$9.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$34.8M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$2.47M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1.45M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.17M |
| 5 |
SWM
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFPG
251
Stonebridge Financial Planning Group
Orlando,
Florida
| $1K | +$1.17K | +25 | New |
|
|
CL
252
CPWM LLC
Seattle,
Washington
| – | -$1.06M | -23,454 | Closed |
|
|
HR
253
Hayden Royal
Charlotte,
North Carolina
| – | -$939K | -20,920 | Closed |
|
254
Goldman Sachs
New York
| – | -$610K | -13,528 | Closed |
|
|
FFS
255
Founders Financial Securities
Towson,
Maryland
| – | -$322K | -7,145 | Closed |
|
|
BL
256
Balentine LLC
Atlanta,
Georgia
| – | -$243K | -5,400 | Closed |
|
|
GSWM
257
Golden State Wealth Management
Santa Ana,
California
| – | -$137K | -3,043 | Closed |
|
258
UBS AM
Chicago,
Illinois
| – | -$74K | -1,642 | Closed |
|
259
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$50K | -1,123 | Closed |
|
|
GWAG
260
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$17.8K | -396 | Closed |
|
|
VFA
261
Valeo Financial Advisors
Carmel,
Indiana
| – | -$3K | -67 | Closed |
|
262
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$3K | -57 | Closed |
|
|
BWM
263
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$47 | -1 | -14% |
|
DGRW Hedge Fund Activity: Q4 2019 in Review
250 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2019, worth a combined $2.14B — up 17% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new DGRW positions and 11 closed out — a net gain of 40 holders — while 96 added to existing stakes and 58 trimmed.
The largest buyer was Ameriprise, adding an estimated $39.1M. The largest seller was PNC Financial Services Group, cutting an estimated $34.8M.
- 250 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2019, up from 212 in Q3 2019.
- Funds reported $2.14B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2019, up 17% quarter-over-quarter.
- 51 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2019 and 11 closed out, a net change of +40 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2019 was Ameriprise, an estimated $39.1M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2019 was PNC Financial Services Group, an estimated $34.8M sold.
Based on aggregated 13F filings for Q4 2019.