WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
69 hedge funds and large institutions have $489M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
27% more capital invested
Capital invested by funds: $386M → $489M (+$103M)
6% more funds holding
Funds holding: 65 → 69 (+4)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $436K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$79.5M |
| 2 |
Morgan Stanley
New York
|
+$11.2M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$4.58M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.85M |
| 5 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
LVM Capital Management
Portage,
Michigan
|
-$2.52M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.52M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.03M |
| 4 |
Goldman Sachs
New York
|
-$797K |
| 5 |
Neuberger Berman Group
New York
|
-$344K |
DGRW Hedge Fund Activity: Q3 2016 in Review
69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2016, worth a combined $489M — up 27% from $386M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DGRW positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $79.5M. The largest seller was LVM Capital Management, exiting entirely with an estimated $2.52M sold.
- 69 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2016, up from 65 in Q2 2016.
- Funds reported $489M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2016, up 27% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2016 and 6 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2016 was PNC Financial Services Group, an estimated $79.5M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2016 was LVM Capital Management, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2016.