WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
502 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.
1,318% more call options, than puts
Call options by funds: $567K | Put options by funds: $40K
178% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 23
45% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 140
16% more capital invested
Capital invested by funds: $5.56B → $6.44B (+$875M)
11% more funds holding in top 10
Funds holding in top 10: 45 → 50 (+5)
9% more funds holding
Funds holding: 462 → 502 (+40)
2.47% less ownership
Funds ownership: 71.88% → 69.41% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$83.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$69.3M |
| 3 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$49.9M |
| 4 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$41.1M |
| 5 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$42.8M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$28.9M |
| 3 |
NEI
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
-$17.4M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$8.12M |
DGRW Hedge Fund Activity: Q2 2023 in Review
502 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2023, worth a combined $6.44B — up 16% from $5.56B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new DGRW positions and 23 closed out — a net gain of 41 holders — while 203 added to existing stakes and 140 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $83.9M. The largest seller was PNC Financial Services Group, cutting an estimated $42.8M.
- 502 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2023, up from 462 in Q1 2023.
- Funds reported $6.44B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2023, up 16% quarter-over-quarter.
- 64 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2023 and 23 closed out, a net change of +41 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2023 was Morgan Stanley, an estimated $83.9M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2023 was PNC Financial Services Group, an estimated $42.8M sold.
Based on aggregated 13F filings for Q2 2023.