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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
16
Increased
52
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$23.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$14.3M
3
CFA
Carroll Financial Associates
North Carolina
+$13.1M
4
CAN
Cetera Advisor Networks
California
+$5.68M
5
GFPC
Global Financial Private Capital
Florida
+$3.28M

Top Sellers

Rank Fund Capital Flow
1
BC
Brinker Capital
Pennsylvania
-$6.1M
2
UBS Group
UBS Group
Switzerland
-$3.25M
3
LPL Financial
LPL Financial
California
-$1.58M
4
SFA
Sequoia Financial Advisors
Ohio
-$905K
5
CCA
Clearwater Capital Advisors
Illinois
-$824K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
51
Kovack Advisors
Florida
$786K +$32.8K +880 +4%
FAAS
52
First Allied Advisory Services
California
$738K +$30.5K +819 +4%
CG
53
Colony Group
Massachusetts
$693K -$28.4K -762 -4%
CCM
54
Colorado Capital Management
Colorado
$670K – – –
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$621K +$90.4K +2,425 +17%
FCIM
56
Fairview Capital Investment Management
California
$588K -$22.4K -600 -4%
NCM
57
Novare Capital Management
North Carolina
$582K +$121K +3,250 +27%
UR
58
USCA RIA
Texas
$564K – – –
Goldman Sachs
59
Goldman Sachs
New York
$562K +$549K +14,732 New
AG
60
Advisor Group
Arizona
$514K -$82.9K -2,223 -14%
Brown Advisory
61
Brown Advisory
Maryland
$480K -$46.3K -1,243 -9%
SDWMA
62
Schneider Downs Wealth Management Advisors
Pennsylvania
$423K +$48.4K +1,297 +13%
LNC
63
Lincoln National Corp
Pennsylvania
$416K +$37.6K +1,009 +10%
DAM
64
Deltec Asset Management
New York
$382K +$373K +10,000 New
RCAG
65
Rehmann Capital Advisory Group
Michigan
$356K -$10.2K -273 -3%
NWP
66
Northstar Wealth Partners
Connecticut
$326K +$40.2K +1,078 +15%
GHA
67
GW Henssler & Associates
Georgia
$323K +$44.6K +1,197 +16%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$323K +$316K +8,469 New
CM
69
Capital Management
Virginia
$321K +$22.4K +600 +8%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$300K +$96.1K +2,576 +49%
GAM
71
Garrison Asset Management
Arkansas
$299K +$72.7K +1,951 +33%
OC
72
Oppenheimer & Co
New York
$287K – – –
WBG
73
Wharton Business Group
Pennsylvania
$287K +$280K +7,511 New
MCP
74
Mirador Capital Partners
California
$279K +$858 +23 +0.3%
EA
75
Edge Advisors
Georgia
$262K +$74.6K +2,000 +41%
1 2
3
4 5

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.