WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
40 hedge funds and large institutions have $259M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
379% more capital inflows, than outflows
Capital inflows: $36.5M | Capital outflows: $7.6M
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more funds holding
Funds holding: 32 → 40 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
+$10.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.46M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.44M |
| 4 |
Morgan Stanley
New York
|
+$1.89M |
| 5 |
Synovus Financial
Columbus,
Georgia
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.38M |
| 3 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
-$1.31M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$912K |
| 5 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$145K |
DGRW Hedge Fund Activity: Q2 2015 in Review
40 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2015, worth a combined $259M — up 10% from $234M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DGRW positions and 1 closed out — a net gain of 10 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was Live Your Vision, opening a new position worth an estimated $10.9M. The largest seller was LPL Financial, cutting an estimated $3.64M.
- 40 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2015, up from 32 in Q1 2015.
- Funds reported $259M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2015, up 10% quarter-over-quarter.
- 11 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2015 and 1 closed out, a net change of +10 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2015 was Live Your Vision, an estimated $10.9M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2015 was LPL Financial, an estimated $3.64M sold.
Based on aggregated 13F filings for Q2 2015.