WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
214 hedge funds and large institutions have $1.72B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 17 closing their positions.
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
70% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 53
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
5% more funds holding
Funds holding: 203 → 214 (+11)
1.9% more ownership
Funds ownership: 61.06% → 62.97% (+1.9%)
3% more capital invested
Capital invested by funds: $1.67B → $1.72B (+$42.4M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $29.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$24.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.5M |
| 4 |
RVPG
Relative Value Partners Group
|
+$7.18M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$118M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$11M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$5.24M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.16M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$3.15M |
DGRW Hedge Fund Activity: Q2 2019 in Review
214 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2019, worth a combined $1.72B — up 2.5% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DGRW positions and 17 closed out — a net gain of 13 holders — while 90 added to existing stakes and 53 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $24.3M. The largest seller was PNC Financial Services Group, cutting an estimated $118M.
- 214 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2019, up from 203 in Q1 2019.
- Funds reported $1.72B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2019, up 2.5% quarter-over-quarter.
- 30 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2019 and 17 closed out, a net change of +13 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2019 was Mercer Global Advisors, an estimated $24.3M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2019 was PNC Financial Services Group, an estimated $118M sold.
Based on aggregated 13F filings for Q2 2019.