WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
110 hedge funds and large institutions have $1.05B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 8 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 25
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $944M → $1.05B (+$102M)
7% more funds holding
Funds holding: 103 → 110 (+7)
5.46% more ownership
Funds ownership: 58.06% → 63.52% (+5.5%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$23.3M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$14.3M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$13.1M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5.68M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$6.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.25M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.58M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$905K |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$824K |
DGRW Hedge Fund Activity: Q3 2017 in Review
110 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2017, worth a combined $1.05B — up 11% from $944M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DGRW positions and 8 closed out — a net gain of 8 holders — while 52 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $23.3M. The largest seller was Brinker Capital, exiting entirely with an estimated $6.1M sold.
- 110 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2017, up from 103 in Q2 2017.
- Funds reported $1.05B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2017, up 11% quarter-over-quarter.
- 16 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2017 and 8 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2017 was Bank of America, an estimated $23.3M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2017 was Brinker Capital, an estimated $6.1M sold.
Based on aggregated 13F filings for Q3 2017.