WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
66 hedge funds and large institutions have $373M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
129% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 14
67% more call options, than puts
Call options by funds: $344K | Put options by funds: $206K
21% more capital invested
Capital invested by funds: $309M → $373M (+$63.9M)
18% more funds holding
Funds holding: 56 → 66 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$23.8M |
| 2 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
+$12.4M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.04M |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$2.73M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.83M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.55M |
| 4 |
ST
Sabal Trust
St. Petersburg,
Florida
|
-$728K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$431K |
DGRW Hedge Fund Activity: Q1 2016 in Review
66 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2016, worth a combined $373M — up 21% from $309M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DGRW positions and 4 closed out — a net gain of 10 holders — while 32 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $23.8M. The largest seller was UBS Group, cutting an estimated $7.83M.
- 66 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2016, up from 56 in Q4 2015.
- Funds reported $373M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2016, up 21% quarter-over-quarter.
- 14 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2016 and 4 closed out, a net change of +10 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2016 was LPL Financial, an estimated $23.8M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2016 was UBS Group, an estimated $7.83M sold.
Based on aggregated 13F filings for Q1 2016.