WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
385 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.
34% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 29
28% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 115
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
1% more funds holding
Funds holding: 382 → 385 (+3)
0.16% more ownership
Funds ownership: 80.79% → 80.94% (+0.16%)
3% less capital invested
Capital invested by funds: $5.78B → $5.63B (-$146M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$180M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$44.8M |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$26.8M |
| 4 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$26.5M |
| 5 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$248M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$52M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$51.6M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$22.9M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$13M |
DGRW Hedge Fund Activity: Q1 2022 in Review
385 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2022, worth a combined $5.63B — down 2.5% from $5.78B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DGRW positions and 29 closed out — a net gain of 10 holders — while 147 added to existing stakes and 115 trimmed.
The largest buyer was Hamilton Capital, opening a new position worth an estimated $180M. The largest seller was PNC Financial Services Group, cutting an estimated $248M.
- 385 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2022, up from 382 in Q4 2021.
- Funds reported $5.63B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2022, down 2.5% quarter-over-quarter.
- 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2022 and 29 closed out, a net change of +10 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2022 was Hamilton Capital, an estimated $180M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2022 was PNC Financial Services Group, an estimated $248M sold.
Based on aggregated 13F filings for Q1 2022.