WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
570 hedge funds and large institutions have $8.86B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 229 increasing their positions, 157 reducing their positions, and 25 closing their positions.
276% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 25
73% more call options, than puts
Call options by funds: $682K | Put options by funds: $394K
46% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 157
29% more capital invested
Capital invested by funds: $6.89B → $8.86B (+$1.97B)
12% more funds holding in top 10
Funds holding in top 10: 57 → 64 (+7)
12% more funds holding
Funds holding: 508 → 570 (+62)
6.3% more ownership
Funds ownership: 71.67% → 77.97% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$492M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$208M |
| 3 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
+$93.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$69.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$75.9M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$22M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.3M |
| 4 |
Bank of New York Mellon
New York
|
-$9.95M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.12M |
DGRW Hedge Fund Activity: Q4 2023 in Review
570 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2023, worth a combined $8.86B — up 29% from $6.89B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new DGRW positions and 25 closed out — a net gain of 69 holders — while 229 added to existing stakes and 157 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $492M. The largest seller was Horizon Investments, cutting an estimated $75.9M.
- 570 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2023, up from 508 in Q3 2023.
- Funds reported $8.86B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2023, up 29% quarter-over-quarter.
- 94 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2023 and 25 closed out, a net change of +69 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $492M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2023 was Horizon Investments, an estimated $75.9M sold.
Based on aggregated 13F filings for Q4 2023.