WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
325 hedge funds and large institutions have $4.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 17 closing their positions.
939% more call options, than puts
Call options by funds: $2.85M | Put options by funds: $274K
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
34% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 92
8% more capital invested
Capital invested by funds: $4.35B → $4.7B (+$349M)
4% more funds holding
Funds holding: 314 → 325 (+11)
1.01% more ownership
Funds ownership: 77.64% → 78.65% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.2M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$43.5M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$39.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.9M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$36.7M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$5.5M |
| 3 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$5.29M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$5.26M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$4.94M |
DGRW Hedge Fund Activity: Q2 2021 in Review
325 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2021, worth a combined $4.7B — up 8% from $4.35B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DGRW positions and 17 closed out — a net gain of 14 holders — while 123 added to existing stakes and 92 trimmed.
The largest buyer was Ameriprise, adding an estimated $45.2M. The largest seller was AE Wealth Management, cutting an estimated $36.7M.
- 325 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2021, up from 314 in Q1 2021.
- Funds reported $4.7B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2021, up 8% quarter-over-quarter.
- 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2021 and 17 closed out, a net change of +14 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2021 was Ameriprise, an estimated $45.2M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2021 was AE Wealth Management, an estimated $36.7M sold.
Based on aggregated 13F filings for Q2 2021.