WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
212 hedge funds and large institutions have $1.83B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 21 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 58
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
6% more capital invested
Capital invested by funds: $1.72B → $1.83B (+$109M)
0.72% less ownership
Funds ownership: 62.97% → 62.25% (-0.72%)
1% less funds holding
Funds holding: 214 → 212 (-2)
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$21.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.8M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$12.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.35M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$32.7M |
| 2 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$8.97M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$4.99M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$3.15M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$2.65M |
DGRW Hedge Fund Activity: Q3 2019 in Review
212 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2019, worth a combined $1.83B — up 6.4% from $1.72B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of DGRW and 20 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 96 added.
The largest buyer was Bank of America, adding an estimated $21.9M. The largest seller was PNC Financial Services Group, cutting an estimated $32.7M.
- 212 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2019, down from 214 in Q2 2019.
- Funds reported $1.83B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2019, up 6.4% quarter-over-quarter.
- 20 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2019 and 21 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2019 was Bank of America, an estimated $21.9M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2019 was PNC Financial Services Group, an estimated $32.7M sold.
Based on aggregated 13F filings for Q3 2019.