WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
257 hedge funds and large institutions have $2.19B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 86 reducing their positions, and 28 closing their positions.
54% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 28
21% more capital invested
Capital invested by funds: $1.81B → $2.19B (+$382M)
6% more funds holding
Funds holding: 243 → 257 (+14)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
0% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 86
15.45% less ownership
Funds ownership: 81.34% → 65.89% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$37.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$22.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$19.6M |
| 4 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$17.2M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$439M |
| 2 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$13.7M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.8M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$10M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
First Manhattan
New York
| – | -$27K | -717 | Closed |
|
|
CIAS
277
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$22K | -565 | Closed |
|
|
QAM
278
QCI Asset Management
Pittsford,
New York
| – | -$18K | -461 | Closed |
|
|
AIC
279
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$9K | -237 | Closed |
|
|
BC
280
Bartlett & Co
Cincinnati,
Ohio
| – | -$8K | -206 | Closed |
|
|
BCWM
281
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$8.02K | -206 | Closed |
|
|
TF
282
Tompkins Financial
Ithaca,
New York
| – | -$7K | -170 | Closed |
|
|
WAP
283
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$6K | -158 | Closed |
|
|
SFPG
284
Stonebridge Financial Planning Group
Orlando,
Florida
| – | -$1K | -25 | Closed |
|
DGRW Hedge Fund Activity: Q2 2020 in Review
257 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2020, worth a combined $2.19B — up 21% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DGRW positions and 28 closed out — a net gain of 15 holders — while 86 added to existing stakes and 86 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $37.9M. The largest seller was Osaic Holdings, cutting an estimated $439M.
- 257 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2020, up from 243 in Q1 2020.
- Funds reported $2.19B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2020, up 21% quarter-over-quarter.
- 43 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2020 and 28 closed out, a net change of +15 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2020 was Morgan Stanley, an estimated $37.9M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2020 was Osaic Holdings, an estimated $439M sold.
Based on aggregated 13F filings for Q2 2020.