WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
32 hedge funds and large institutions have $113M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
230% more capital invested
Capital invested by funds: $34.2M → $113M (+$78.6M)
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
39% more funds holding
Funds holding: 23 → 32 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$20.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.72M |
| 3 |
Morgan Stanley
New York
|
+$2.43M |
| 4 |
Jane Street
New York
|
+$1.99M |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$523K |
| 2 |
Citigroup
New York
|
-$19.8K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$15.1K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.36K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $26K | +$25.3K | +840 | New |
|
|
27
Citigroup
New York
| $17K | -$19.8K | -657 | -55% |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| $13K | +$12.9K | +427 | New |
|
|
CCS
29
Crosspoint Capital Strategies
Orinda,
California
| $11K | +$10.7K | +355 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $7K | -$5.36K | -178 | -45% |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $6.22K | – | – | – |
|
|
VKH
32
Virtu KCG Holdings
New York
| – | -$523K | -17,880 | Closed |
|
33
Parallax Volatility Advisers
San Francisco,
California
| – | +$30 | +1 | New |
|
DGRW Hedge Fund Activity: Q4 2014 in Review
32 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2014, worth a combined $113M — up 230% from $34.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DGRW positions and 1 closed out — a net gain of 11 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $20.8M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $523K sold.
- 32 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2014, up from 23 in Q3 2014.
- Funds reported $113M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2014, up 230% quarter-over-quarter.
- 12 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2014 and 1 closed out, a net change of +11 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2014 was LPL Financial, an estimated $20.8M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2014 was Virtu KCG Holdings, an estimated $523K sold.
Based on aggregated 13F filings for Q4 2014.