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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
88
Holders Change
+19
Holders Change %
+27.54%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
27
Increased
35
Reduced
16
Closed
6
Calls
–
Puts
$240K
Net Calls
-$240K
Net Calls Change
+$196K

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$151M
2
BFM
Boston Financial Management
Massachusetts
+$20.5M
3
SFA
Sequoia Financial Advisors
Ohio
+$11.4M
4
Ameriprise
Ameriprise
Minnesota
+$10.2M
5
Bank of America
Bank of America
North Carolina
+$9.23M

Top Sellers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
-$19M
2
CCT
Country Club Trust
Missouri
-$1.97M
3
Wells Fargo
Wells Fargo
California
-$1.93M
4
JWM
Jacobus Wealth Management
Wisconsin
-$1.39M
5
SG Americas Securities
SG Americas Securities
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
51
Capital Management
Virginia
$344K +$3.09K +95 +0.9%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$309K +$302K +9,294 New
FAAS
53
First Allied Advisory Services
California
$308K +$68.6K +2,108 +30%
LNC
54
Lincoln National Corp
Pennsylvania
$306K +$814 +25 +0.3%
EVM
55
Eaton Vance Management
Massachusetts
$300K +$293K +9,009 New
CWM
56
Concert Wealth Management
California
$273K +$272K +8,345 New
Bank of New York Mellon
57
Bank of New York Mellon
New York
$263K +$257K +7,901 New
Goldman Sachs
58
Goldman Sachs
New York
$256K +$250K +7,682 New
UCFA
59
United Capital Financial Advisors
Texas
$234K – – –
OC
60
Oppenheimer & Co
New York
$210K +$206K +6,325 New
MCP
61
Mirador Capital Partners
California
$209K +$205K +6,294 New
VC
62
Vicus Capital
Pennsylvania
$208K +$203K +6,238 New
GAM
63
Garrison Asset Management
Arkansas
$205K +$200K +6,160 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$168K +$52.9K +1,626 +48%
EA
65
Edge Advisors
Georgia
$162K +$159K +4,890 New
Creative Planning
66
Creative Planning
Kansas
$150K +$137K +4,200 +1,400%
AIM
67
Arcadia Investment Management
Michigan
$116K +$114K +3,500 New
SG Americas Securities
68
SG Americas Securities
New York
$112K -$1.11M -33,987 -91%
US Bancorp
69
US Bancorp
Minnesota
$109K +$25.7K +791 +32%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$93K +$90.6K +2,783 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$85K +$83.4K +2,563 New
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$80.8K +2,482 New
ST
73
Smithfield Trust
Pennsylvania
$80K – – –
CAL
74
Capital Advisors Ltd
Ohio
$79K +$77.3K +2,375 New
PCP
75
Proficio Capital Partners
Massachusetts
$67K – – –
1 2
3
4

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.