WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
22 hedge funds and large institutions have $27.3M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
6% more capital invested
Capital invested by funds: $25.8M → $27.3M (+$1.48M)
5% more funds holding
Funds holding: 21 → 22 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.03M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$438K |
| 3 |
FSC
Fiduciary Services Corp
Savannah,
Georgia
|
+$363K |
| 4 |
CCT
Country Club Trust
Kansas City,
Missouri
|
+$332K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$1.35M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$459K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$368K |
| 4 |
PIM
Parasol Investment Management
Westmont,
Illinois
|
-$28K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$12.8K |
DGRW Hedge Fund Activity: Q2 2014 in Review
22 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2014, worth a combined $27.3M — up 5.7% from $25.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DGRW positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.03M. The largest seller was Jacobus Wealth Management, cutting an estimated $1.35M.
- 22 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2014, up from 21 in Q1 2014.
- Funds reported $27.3M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2014, up 5.7% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2014 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2014 was Morgan Stanley, an estimated $1.03M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2014 was Jacobus Wealth Management, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2014.