WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
382 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.
427% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 15
47% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 94
27% more funds holding in top 10
Funds holding in top 10: 22 → 28 (+6)
19% more funds holding
Funds holding: 322 → 382 (+60)
17% more capital invested
Capital invested by funds: $4.94B → $5.78B (+$833M)
1.31% more ownership
Funds ownership: 79.48% → 80.79% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$59.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$47M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$44.2M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$22.3M |
| 5 |
GWS
Glassman Wealth Services
Vienna,
Virginia
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$25.2M |
| 2 |
Morgan Stanley
New York
|
-$21.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$20.7M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
-$10.8M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$7.68M |
DGRW Hedge Fund Activity: Q4 2021 in Review
382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2021, worth a combined $5.78B — up 17% from $4.94B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new DGRW positions and 15 closed out — a net gain of 64 holders — while 138 added to existing stakes and 94 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $59.1M. The largest seller was Horizon Investments, cutting an estimated $25.2M.
- 382 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2021, up from 322 in Q3 2021.
- Funds reported $5.78B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2021, up 17% quarter-over-quarter.
- 79 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2021 and 15 closed out, a net change of +64 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2021 was AE Wealth Management, an estimated $59.1M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2021 was Horizon Investments, an estimated $25.2M sold.
Based on aggregated 13F filings for Q4 2021.