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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

203 hedge funds and large institutions have $1.67B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

30% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 57

14% more capital invested

Capital invested by funds: $1.47B → $1.67B (+$202M)

10% more funds holding

Funds holding: 185 → 203 (+18)

3.52% less ownership

Funds ownership: 64.58% → 61.06% (-3.5%)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17.3M

Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
4.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
35
Increased
74
Reduced
57
Closed
16
Calls
–
Puts
$17.3M
Net Calls
-$17.3M
Net Calls Change
-$17.3M

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.3M
2
Bank of America
Bank of America
North Carolina
+$8.99M
3
IDA
Intelligence Driven Advisers
California
+$7.24M
4
RJA
Raymond James & Associates
Florida
+$4.8M
5
BAAM
Baker Avenue Asset Management
California
+$4.56M

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$12.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.37M
4
CFA
Carroll Financial Associates
North Carolina
-$5.76M
5
BFG
Beacon Financial Group
Texas
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
76
Rehmann Capital Advisory Group
Michigan
$1.31M +$1.25M +30,325 New
EVM
77
Eaton Vance Management
Massachusetts
$1.24M -$9.28K -225 -0.8%
NCM
78
Novare Capital Management
North Carolina
$1.23M +$144K +3,480 +14%
SAM
79
Silvercrest Asset Management
New York
$1.19M -$125K -3,031 -10%
LF
80
Lantz Financial
Illinois
$1.13M +$1.08M +26,192 New
BRWA
81
B. Riley Wealth Advisors
Florida
$1.11M +$282K +6,829 +36%
TRCT
82
Tower Research Capital (TRC)
New York
$1.1M +$1.02M +24,708 +3,112%
MML Investors Services
83
MML Investors Services
Massachusetts
$1.06M +$266K +6,437 +35%
HR
84
Hayden Royal
North Carolina
$1.06M +$1.01M +24,533 New
OWA
85
Outlook Wealth Advisors
Texas
$1.03M +$691K +16,751 +234%
AIA
86
Avalon Investment & Advisory
Texas
$980K +$939K +22,765 New
NFC
87
Northeast Financial Consultants
Connecticut
$963K +$248 +6 +0%
CA
88
Clearstead Advisors
Ohio
$957K -$97.8K -2,370 -10%
CG
89
Colony Group
Massachusetts
$946K +$1.77K +43 +0.2%
AWCI
90
Alpine Woods Capital Investors
New York
$904K – – –
MA
91
MONECO Advisors
Connecticut
$894K +$856K +20,757 New
BMA
92
Brooks Moore & Associates
Tennessee
$880K +$202K +4,900 +32%
WCM
93
WealthBridge Capital Management
Ohio
$866K +$449K +10,889 +118%
CL
94
CPWM LLC
Washington
$857K +$821K +19,900 New
Brown Advisory
95
Brown Advisory
Maryland
$849K +$11.7K +283 +1%
KA
96
Kovack Advisors
Florida
$844K -$69.4K -1,681 -8%
IWM
97
IHT Wealth Management
Illinois
$834K -$67.7K -1,642 -8%
PSG
98
Planning Solutions Group
Maryland
$751K +$111K +2,697 +18%
FHA
99
First Horizon Advisors
Tennessee
$666K +$71.8K +1,740 +13%
CCM
100
Colorado Capital Management
Colorado
$661K +$12.2K +295 +2%
2 3
4
5 6

DGRW Hedge Fund Activity: Q1 2019 in Review

203 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2019, worth a combined $1.67B — up 14% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DGRW positions and 16 closed out — a net gain of 19 holders — while 74 added to existing stakes and 57 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $10.3M. The largest seller was Ancora Advisors, cutting an estimated $12.3M.

  • 203 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2019, up from 185 in Q4 2018.
  • Funds reported $1.67B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2019, up 14% quarter-over-quarter.
  • 35 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2019 and 16 closed out, a net change of +19 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $10.3M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2019 was Ancora Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2019.