WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
88 hedge funds and large institutions have $724M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
119% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 16
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
67.81% more ownership
Funds ownership: 0% → 67.81% (+68%)
48% more capital invested
Capital invested by funds: $489M → $724M (+$235M)
28% more funds holding
Funds holding: 69 → 88 (+19)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $240K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$151M |
| 2 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$20.5M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$11.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$19M |
| 2 |
CCT
Country Club Trust
Kansas City,
Missouri
|
-$1.97M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.93M |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$1.39M |
| 5 |
SG Americas Securities
New York
|
-$1.11M |
DGRW Hedge Fund Activity: Q4 2016 in Review
88 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2016, worth a combined $724M — up 48% from $489M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DGRW positions and 6 closed out — a net gain of 21 holders — while 35 added to existing stakes and 16 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $151M. The largest seller was Clearwater Capital Advisors, exiting entirely with an estimated $19M sold.
- 88 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2016, up from 69 in Q3 2016.
- Funds reported $724M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2016, up 48% quarter-over-quarter.
- 27 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2016 and 6 closed out, a net change of +21 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2016 was PNC Financial Services Group, an estimated $151M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2016 was Clearwater Capital Advisors, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2016.