WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
133 hedge funds and large institutions have $1.21B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
115% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 26
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
21% more funds holding
Funds holding: 110 → 133 (+23)
16% more capital invested
Capital invested by funds: $1.05B → $1.21B (+$163M)
2.96% more ownership
Funds ownership: 63.52% → 66.48% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$18M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$15.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.3M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$10.9M |
| 5 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
+$8.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.29M |
| 3 |
Jane Street
New York
|
-$2.49M |
| 4 |
TSS
Two Sigma Securities
New York
|
-$1.13M |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$645K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YWP
126
YorkBridge Wealth Partners
New York
| $7K | – | – | – |
|
|
APA
127
American Portfolios Advisors
Holbrook,
New York
| $4.39K | +$4.23K | +106 | New |
|
|
VFA
128
Valeo Financial Advisors
Carmel,
Indiana
| $4K | +$4.15K | +104 | New |
|
|
EWM
129
Evercore Wealth Management
New York
| $3K | – | – | – |
|
|
FANJ
130
Financial Architects (New Jersey)
Marlton,
New Jersey
| $3K | – | – | – |
|
|
JCM
131
Jacobi Capital Management
Pittston,
Pennsylvania
| $3K | – | – | – |
|
|
BHB
132
Bank Hapoalim BM
Tel Aviv,
Israel
| $1.28K | +$1.23M | +30,887 | New |
|
|
TSS
133
Two Sigma Securities
New York
| – | -$1.13M | -29,560 | Closed |
|
134
Goldman Sachs
New York
| – | -$562K | -14,732 | Closed |
|
135
Bank of New York Mellon
New York
| – | -$323K | -8,469 | Closed |
|
|
AF
136
Allworth Financial
Folsom,
California
| – | -$11K | -289 | Closed |
|
|
ASN
137
Advisory Services Network
Atlanta,
Georgia
| – | -$5K | -135 | Closed |
|
|
SWP
138
Stratos Wealth Partners
Beachwood,
Ohio
| – | +$399 | +10 | New |
|
DGRW Hedge Fund Activity: Q4 2017 in Review
133 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2017, worth a combined $1.21B — up 16% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DGRW positions and 5 closed out — a net gain of 24 holders — while 56 added to existing stakes and 26 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $18M. The largest seller was UBS Group, cutting an estimated $7M.
- 133 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2017, up from 110 in Q3 2017.
- Funds reported $1.21B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2017, up 16% quarter-over-quarter.
- 29 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2017 and 5 closed out, a net change of +24 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2017 was PNC Financial Services Group, an estimated $18M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2017 was UBS Group, an estimated $7M sold.
Based on aggregated 13F filings for Q4 2017.