WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
100 hedge funds and large institutions have $883M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
95% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 20
22% more capital invested
Capital invested by funds: $724M → $883M (+$158M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more funds holding
Funds holding: 88 → 100 (+12)
9.74% more ownership
Funds ownership: 67.81% → 77.55% (+9.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$72.3M |
| 2 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$20.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.44M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.03M |
| 5 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.79M |
| 2 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
-$4.84M |
| 3 |
Morgan Stanley
New York
|
-$2.89M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.64M |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$1.08M |
DGRW Hedge Fund Activity: Q1 2017 in Review
100 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2017, worth a combined $883M — up 22% from $724M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DGRW positions and 8 closed out — a net gain of 13 holders — while 39 added to existing stakes and 20 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $72.3M. The largest seller was Ameriprise, cutting an estimated $5.79M.
- 100 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2017, up from 88 in Q4 2016.
- Funds reported $883M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2017, up 22% quarter-over-quarter.
- 21 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2017 and 8 closed out, a net change of +13 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2017 was PNC Financial Services Group, an estimated $72.3M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2017 was Ameriprise, an estimated $5.79M sold.
Based on aggregated 13F filings for Q1 2017.