WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
21 hedge funds and large institutions have $25.8M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
38% more capital invested
Capital invested by funds: $18.7M → $25.8M (+$7.14M)
24% more funds holding
Funds holding: 17 → 21 (+4)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$4.08M |
| 2 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$2.95M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$714K |
| 4 |
Morgan Stanley
New York
|
+$280K |
| 5 |
CCT
Country Club Trust
Kansas City,
Missouri
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$858K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$787K |
| 3 |
UR
USCA RIA
Houston,
Texas
|
-$30.5K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$24.4K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$24K |
DGRW Hedge Fund Activity: Q1 2014 in Review
21 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2014, worth a combined $25.8M — up 38% from $18.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DGRW positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was UBS, adding an estimated $4.08M. The largest seller was Royal Bank of Canada, cutting an estimated $858K.
- 21 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2014, up from 17 in Q4 2013.
- Funds reported $25.8M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2014, up 38% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2014 and 2 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2014 was UBS, an estimated $4.08M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2014 was Royal Bank of Canada, an estimated $858K sold.
Based on aggregated 13F filings for Q1 2014.