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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 66

17.44% more ownership

Funds ownership: 63.9% → 81.34% (+17%)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

3% less funds holding

Funds holding: 250 → 243 (-7)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

15% less capital invested

Capital invested by funds: $2.14B → $1.81B (-$328M)

Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.35%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$33M

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$49.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$30.8M
3
ISG
Investment Security Group
Colorado
+$29.8M
4
LPL Financial
LPL Financial
California
+$26.6M
5
BFG
Bouchey Financial Group
New York
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$56.2M
2
Bank of America
Bank of America
North Carolina
-$42.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.9M
4
RW
RVW Wealth
California
-$10.2M
5
JWCA
J.W. Cole Advisors
Florida
-$5.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
76
Sheets Smith Wealth Management
North Carolina
$2.29M +$2.67M +58,766 New
HCM
77
Hengehold Capital Management
Ohio
$2.08M -$1.93M -42,420 -44%
PAS
78
Park Avenue Securities
New York
$1.96M +$2.29M +50,462 New
LFAS
79
Level Four Advisory Services
Texas
$1.85M +$2.15M +47,329 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$1.5M +$1.75M +38,624 New
SMG
81
Smart Money Group
Texas
$1.48M +$1.73M +38,071 New
SAM
82
Silvercrest Asset Management
New York
$1.47M +$147K +3,237 +9%
CA
83
Clearstead Advisors
Ohio
$1.44M +$57.5K +1,265 +4%
WWM
84
Windsor Wealth Management
Indiana
$1.43M +$123K +2,699 +8%
MFP
85
Meridian Financial Partners
Virginia
$1.35M +$1.43M +31,570 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$622K -13,691 -29%
RCAG
87
Rehmann Capital Advisory Group
Michigan
$1.25M +$1.46M +32,189 New
BMA
88
Brooks Moore & Associates
Tennessee
$1.14M +$389K +8,568 +41%
ACG
89
Allen Capital Group
Nebraska
$1.11M -$1.1M -24,246 -46%
MFG
90
Merit Financial Group
Georgia
$1.11M +$197K +4,347 +18%
OAM
91
Occidental Asset Management
California
$1.1M +$212K +4,673 +20%
AIA
92
Avalon Investment & Advisory
Texas
$1.05M – – –
SPIA
93
Steward Partners Investment Advisory
New York
$1.02M -$142K -3,126 -11%
FHA
94
Flagship Harbor Advisors
Massachusetts
$1.02M -$839K -18,477 -41%
EVM
95
Eaton Vance Management
Massachusetts
$955K +$50.2K +1,105 +5%
SWP
96
Stratos Wealth Partners
Ohio
$953K +$278K +6,112 +33%
CG
97
Colony Group
Massachusetts
$948K +$3.32K +73 +0.3%
MML Investors Services
98
MML Investors Services
Massachusetts
$877K +$72.2K +1,589 +8%
LNC
99
Lincoln National Corp
Pennsylvania
$875K +$153K +3,374 +18%
NFC
100
Northeast Financial Consultants
Connecticut
$872K +$454 +10 +0%
2 3
4
5 6

DGRW Hedge Fund Activity: Q1 2020 in Review

243 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2020, worth a combined $1.81B — down 15% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of DGRW and 40 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 94 added.

The largest buyer was Savant Capital, opening a new position worth an estimated $49.1M. The largest seller was Ameriprise, cutting an estimated $56.2M.

  • 243 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2020, down from 250 in Q4 2019.
  • Funds reported $1.81B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2020, down 15% quarter-over-quarter.
  • 40 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2020 and 41 closed out, a net change of -1 holder.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2020 was Savant Capital, an estimated $49.1M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2020 was Ameriprise, an estimated $56.2M sold.

Based on aggregated 13F filings for Q1 2020.