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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
212
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.65%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.37%
New
20
Increased
96
Reduced
58
Closed
21
Calls
–
Puts
$32M
Net Calls
-$32M
Net Calls Change
-$2.78M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$21.9M
2
Ameriprise
Ameriprise
Minnesota
+$20.8M
3
AG
Advisor Group
Arizona
+$12.7M
4
LPL Financial
LPL Financial
California
+$6.35M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$6.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$32.7M
2
CGFA
Colton Groome Financial Advisors
North Carolina
-$8.97M
3
BFG
Beacon Financial Group
Texas
-$4.99M
4
IDA
Intelligence Driven Advisers
California
-$3.15M
5
PMG
ProVise Management Group
Florida
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
76
Silvercrest Asset Management
New York
$1.55M +$263K +5,949 +21%
DAS
77
Dynamic Advisor Solutions
Arizona
$1.5M -$207K -4,675 -12%
WWM
78
Windsor Wealth Management
Indiana
$1.45M +$494K +11,158 +50%
BCI
79
Brinker Capital Investments
Pennsylvania
$1.39M +$30.6K +691 +2%
AWM
80
AE Wealth Management
Kansas
$1.35M +$136K +3,064 +11%
CA
81
Clearstead Advisors
Ohio
$1.28M +$138K +3,121 +12%
AIA
82
Avalon Investment & Advisory
Texas
$1.22M – – –
NCM
83
Novare Capital Management
North Carolina
$1.17M -$114K -2,570 -9%
OAM
84
Occidental Asset Management
California
$1.09M +$1.07M +24,249 New
CG
85
Colony Group
Massachusetts
$1.09M +$4.56K +103 +0.4%
Bank of Nova Scotia
86
Bank of Nova Scotia
Ontario, Canada
$1.08M -$105K -2,379 -9%
TRCT
87
Tower Research Capital (TRC)
New York
$1.07M +$113K +2,561 +12%
CL
88
CPWM LLC
Washington
$1.06M +$5.31K +120 +0.5%
SS
89
Simplicity Solutions
Minnesota
$1.05M +$136K +3,064 +15%
SPIA
90
Steward Partners Investment Advisory
New York
$1.03M +$290K +6,555 +40%
NFC
91
Northeast Financial Consultants
Connecticut
$1.01M +$664 +15 +0.1%
EVM
92
Eaton Vance Management
Massachusetts
$1.01M +$76.7K +1,733 +8%
WCM
93
WealthBridge Capital Management
Ohio
$1.01M +$579K +13,078 +142%
AWCI
94
Alpine Woods Capital Investors
New York
$947K – – –
PWAP
95
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$946K -$1.02M -23,039 -52%
CGFA
96
Colton Groome Financial Advisors
North Carolina
$940K -$8.97M -202,688 -91%
HR
97
Hayden Royal
North Carolina
$939K -$61.4K -1,388 -6%
BMA
98
Brooks Moore & Associates
Tennessee
$927K +$5.04K +114 +0.6%
Brown Advisory
99
Brown Advisory
Maryland
$904K +$14K +316 +2%
MFG
100
Merit Financial Group
Georgia
$901K +$884K +19,972 New
2 3
4
5 6

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.