WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
65 hedge funds and large institutions have $386M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 12 closing their positions.
158% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
3% more capital invested
Capital invested by funds: $373M → $386M (+$12.7M)
2% less funds holding
Funds holding: 66 → 65 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $508K
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 2 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$5.38M |
| 3 |
Morgan Stanley
New York
|
+$5.02M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$4.04M |
| 5 |
RVPG
Relative Value Partners Group
|
+$3.57M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$35.1M |
| 2 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$3.84M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.83M |
| 4 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
-$1.89M |
| 5 |
Jane Street
New York
|
-$1.8M |
DGRW Hedge Fund Activity: Q2 2016 in Review
65 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 Q2 2016, worth a combined $386M — up 3.4% from $373M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DGRW positions and 12 closed out — a net gain of 1 holder — while 31 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was LPL Financial, cutting an estimated $35.1M.
- 65 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2016, down from 66 in Q1 2016.
- Funds reported $386M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2016, up 3.4% quarter-over-quarter.
- 13 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2016 and 12 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2016 was Bank of America, an estimated $10.6M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2016 was LPL Financial, an estimated $35.1M sold.
Based on aggregated 13F filings for Q2 2016.