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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

100 hedge funds and large institutions have $883M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

22% more capital invested

Capital invested by funds: $724M → $883M (+$158M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more funds holding

Funds holding: 88 → 100 (+12)

9.74% more ownership

Funds ownership: 67.81% → 77.55% (+9.7%)

Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
21
Increased
39
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$72.3M
2
CCA
Clearwater Capital Advisors
Illinois
+$20.5M
3
Bank of America
Bank of America
North Carolina
+$9.44M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.03M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$5.79M
2
BFM
Boston Financial Management
Massachusetts
-$4.84M
3
Morgan Stanley
Morgan Stanley
New York
-$2.89M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.64M
5
BC
Brinker Capital
Pennsylvania
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$465K +$136K +3,925 +43%
AG
52
Advisor Group
Arizona
$418K -$115K -3,300 -22%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$389K +$206K +5,923 +118%
IA
54
IFP Advisors
Florida
$377K -$134K -3,848 -27%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$349K +$19.1K +551 +6%
CWM
56
Concert Wealth Management
California
$284K +$8.65K +249 +3%
SDWMA
57
Schneider Downs Wealth Management Advisors
Pennsylvania
$276K +$270K +7,769 New
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$273K -$177K -5,095 -40%
NCM
59
Novare Capital Management
North Carolina
$268K +$262K +7,550 New
CM
60
Capital Management
Virginia
$259K -$105K -3,025 -29%
UCFA
61
United Capital Financial Advisors
Texas
$250K – – –
MCP
62
Mirador Capital Partners
California
$238K +$14.7K +424 +7%
GHA
63
GW Henssler & Associates
Georgia
$235K +$230K +6,628 New
OC
64
Oppenheimer & Co
New York
$232K +$6.95K +200 +3%
SPC
65
Sigma Planning Corp
Michigan
$230K +$226K +6,493 New
GAM
66
Garrison Asset Management
Arkansas
$220K +$1.77K +51 +0.8%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$213K +$209K +6,006 New
DI
68
Diligent Investors
California
$211K +$207K +5,952 New
NWP
69
Northstar Wealth Partners
Connecticut
$202K +$199K +5,732 New
ACM
70
Advisors Capital Management
New Jersey
$201K +$197K +5,675 New
EA
71
Edge Advisors
Georgia
$173K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$154K +$53.6K +1,542 +55%
Creative Planning
73
Creative Planning
Kansas
$135K -$24.5K -704 -16%
AIM
74
Arcadia Investment Management
Michigan
$124K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$122K +$120K +3,466 New
1 2
3
4 5

DGRW Hedge Fund Activity: Q1 2017 in Review

100 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2017, worth a combined $883M — up 22% from $724M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DGRW positions and 8 closed out — a net gain of 13 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $72.3M. The largest seller was Ameriprise, cutting an estimated $5.79M.

  • 100 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2017, up from 88 in Q4 2016.
  • Funds reported $883M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2017, up 22% quarter-over-quarter.
  • 21 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2017 and 8 closed out, a net change of +13 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2017 was PNC Financial Services Group, an estimated $72.3M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2017 was Ameriprise, an estimated $5.79M sold.

Based on aggregated 13F filings for Q1 2017.