WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.
189% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 19
23% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 88
13% more funds holding
Funds holding: 268 → 302 (+34)
12% more capital invested
Capital invested by funds: $3.47B → $3.91B (+$434M)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
1.79% less ownership
Funds ownership: 76.65% → 74.87% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$84.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$27.4M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16M |
| 4 |
Morgan Stanley
New York
|
+$13.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$65.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.71M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.33M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$4.87M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
-$4.08M |
DGRW Hedge Fund Activity: Q4 2020 in Review
302 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2020, worth a combined $3.91B — up 12% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new DGRW positions and 19 closed out — a net gain of 36 holders — while 108 added to existing stakes and 88 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $84.2M. The largest seller was HighTower Advisors, exiting entirely with an estimated $65.6M sold.
- 302 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2020, up from 268 in Q3 2020.
- Funds reported $3.91B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2020, up 12% quarter-over-quarter.
- 55 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2020 and 19 closed out, a net change of +36 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2020 was PNC Financial Services Group, an estimated $84.2M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2020 was HighTower Advisors, an estimated $65.6M sold.
Based on aggregated 13F filings for Q4 2020.