WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
23 hedge funds and large institutions have $34.2M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
25% more capital invested
Capital invested by funds: $27.3M → $34.2M (+$6.86M)
5% more funds holding
Funds holding: 22 → 23 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.49M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$743K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$616K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$616K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$383K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$299K |
| 3 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
-$87K |
| 4 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$2.23K |
DGRW Hedge Fund Activity: Q3 2014 in Review
23 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2014, worth a combined $34.2M — up 25% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DGRW positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.49M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $383K sold.
- 23 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2014, up from 22 in Q2 2014.
- Funds reported $34.2M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2014, up 25% quarter-over-quarter.
- 4 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2014 and 3 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2014 was Morgan Stanley, an estimated $3.49M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2014 was Susquehanna International Group, an estimated $383K sold.
Based on aggregated 13F filings for Q3 2014.