WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
34% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 88
11% more capital invested
Capital invested by funds: $3.91B → $4.35B (+$442M)
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
4% more funds holding
Funds holding: 302 → 314 (+12)
2.77% more ownership
Funds ownership: 74.87% → 77.64% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$76.1M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$47.9M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$47.5M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$35.4M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$20.8M |
| 2 |
UR
USCA RIA
Houston,
Texas
|
-$15.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$13.3M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$11M |
DGRW Hedge Fund Activity: Q1 2021 in Review
314 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2021, worth a combined $4.35B — up 11% from $3.91B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new DGRW positions and 24 closed out — a net gain of 18 holders — while 118 added to existing stakes and 88 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $76.1M. The largest seller was LPL Financial, cutting an estimated $20.8M.
- 314 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2021, up from 302 in Q4 2020.
- Funds reported $4.35B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2021, up 11% quarter-over-quarter.
- 42 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2021 and 24 closed out, a net change of +18 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2021 was HighTower Advisors, an estimated $76.1M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2021 was LPL Financial, an estimated $20.8M sold.
Based on aggregated 13F filings for Q1 2021.