WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
46 hedge funds and large institutions have $268M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
156% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 9
15% more funds holding
Funds holding: 40 → 46 (+6)
4% more capital invested
Capital invested by funds: $259M → $268M (+$9.36M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$14.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$10.3M |
| 3 |
FG
Fiduciary Group
Savannah,
Georgia
|
+$1.61M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.48M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
NewFocus Financial Group
Vancouver,
Washington
|
-$1.38M |
| 2 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
-$1.22M |
| 3 |
SG Americas Securities
New York
|
-$1.13M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$785K |
| 5 |
Morgan Stanley
New York
|
-$560K |
DGRW Hedge Fund Activity: Q3 2015 in Review
46 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2015, worth a combined $268M — up 3.6% from $259M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DGRW positions and 4 closed out — a net gain of 7 holders — while 23 added to existing stakes and 9 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $14.3M. The largest seller was NewFocus Financial Group, exiting entirely with an estimated $1.38M sold.
- 46 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2015, up from 40 in Q2 2015.
- Funds reported $268M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2015, up 3.6% quarter-over-quarter.
- 11 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2015 and 4 closed out, a net change of +7 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2015 was HighTower Advisors, an estimated $14.3M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2015 was NewFocus Financial Group, an estimated $1.38M sold.
Based on aggregated 13F filings for Q3 2015.