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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

13 hedge funds and large institutions have $10.6M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

86% more funds holding

Funds holding: 7 → 13 (+6)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

39% more capital invested

Capital invested by funds: $7.64M → $10.6M (+$2.99M)

Holders
13
Holders Change
+6
Holders Change %
+85.71%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.34M
2
U
UBS
Switzerland
+$1.23M
3
JWM
Jacobus Wealth Management
Wisconsin
+$809K
4
LPL Financial
LPL Financial
California
+$529K
5
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
+$249K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.08M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.09M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.36M +$3.34M +132,767 +250,504%
Morgan Stanley
2
Morgan Stanley
New York
$2.97M -$2.08M -82,546 -41%
U
3
UBS
Switzerland
$1.23M +$1.23M +48,752 New
JWM
4
Jacobus Wealth Management
Wisconsin
$812K +$809K +32,115 New
PWAP
5
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$653K +$249K +9,887 +62%
LPL Financial
6
LPL Financial
California
$542K +$529K +21,030 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$528K -$1.09M -43,254 -67%
SNC
8
Stifel Nicolaus & Co
Missouri
$248K +$247K +9,800 New
Deutsche Bank
9
Deutsche Bank
Germany
$178K +$177K +7,040 New
ST
10
Smithfield Trust
Pennsylvania
$61K +$60.4K +2,400 New
MFS
11
MSI Financial Services
Massachusetts
$21K +$16.4K +650 +325%
AIG
12
American International Group
New York
$17.7K +$17.6K +700 New
Citigroup
13
Citigroup
New York
$2K +$2.32K +92 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
– -$319K -13,200 Closed

DGRW Hedge Fund Activity: Q3 2013 in Review

13 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2013, worth a combined $10.6M — up 39% from $7.64M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DGRW positions and 1 closed out — a net gain of 7 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $3.34M. The largest seller was Morgan Stanley, cutting an estimated $2.08M.

  • 13 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2013, up from 7 in Q2 2013.
  • Funds reported $10.6M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2013, up 39% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2013 and 1 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2013 was Bank of America, an estimated $3.34M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2013 was Morgan Stanley, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2013.