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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

17 hedge funds and large institutions have $18.7M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

76% more capital invested

Capital invested by funds: $10.6M → $18.7M (+$8.06M)

31% more funds holding

Funds holding: 13 → 17 (+4)

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.78M
2
Morgan Stanley
Morgan Stanley
New York
+$1.48M
3
JWM
Jacobus Wealth Management
Wisconsin
+$1.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.05M
5
CCT
Country Club Trust
Missouri
+$850K

Top Sellers

1
U
UBS
Switzerland
-$383K
2
Deutsche Bank
Deutsche Bank
Germany
-$93.8K
3
Citigroup
Citigroup
New York
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.56M +$1.78M +66,769 +50%
Morgan Stanley
2
Morgan Stanley
New York
$4.82M +$1.48M +55,638 +47%
JWM
3
Jacobus Wealth Management
Wisconsin
$2.05M +$1.11M +41,580 +129%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.68M +$1.05M +39,374 +189%
PWAP
5
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$996K +$265K +9,934 +38%
U
6
UBS
Switzerland
$958K -$383K -14,368 -29%
LPL Financial
7
LPL Financial
California
$925K +$325K +12,185 +58%
CCT
8
Country Club Trust
Missouri
$889K +$850K +31,907 New
UR
9
USCA RIA
Texas
$475K +$454K +17,048 New
Deutsche Bank
10
Deutsche Bank
Germany
$98K -$93.8K -3,520 -50%
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K +$80K +3,000 New
ST
12
Smithfield Trust
Pennsylvania
$67K – – –
PIM
13
Parasol Investment Management
Illinois
$28K +$26.6K +1,000 New
MFS
14
MSI Financial Services
Massachusetts
$24K – – –
AIG
15
American International Group
New York
$19.5K – – –
WEC
16
Winslow Evans & Crocker
Massachusetts
$6K +$5.33K +200 New
Invesco
17
Invesco
Georgia
$3K +$2.67K +100 New
Citigroup
18
Citigroup
New York
– -$2K -92 Closed

DGRW Hedge Fund Activity: Q4 2013 in Review

17 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2013, worth a combined $18.7M — up 76% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DGRW positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $1.78M. The largest seller was UBS, cutting an estimated $383K.

  • 17 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2013, up from 13 in Q3 2013.
  • Funds reported $18.7M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2013, up 76% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2013 and 1 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2013 was Bank of America, an estimated $1.78M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2013 was UBS, an estimated $383K sold.

Based on aggregated 13F filings for Q4 2013.