WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
103 hedge funds and large institutions have $944M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
24% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 34
7% more capital invested
Capital invested by funds: $883M → $944M (+$61.2M)
3% more funds holding
Funds holding: 100 → 103 (+3)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
19.48% less ownership
Funds ownership: 77.55% → 58.06% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$22.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.64M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$4.67M |
| 4 |
Jane Street
New York
|
+$4.39M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$13.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.64M |
| 3 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$1.69M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$1.24M |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$1.19M |
DGRW Hedge Fund Activity: Q2 2017 in Review
103 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2017, worth a combined $944M — up 6.9% from $883M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DGRW positions and 5 closed out — a net gain of 5 holders — while 42 added to existing stakes and 34 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $22.7M. The largest seller was LPL Financial, cutting an estimated $13.8M.
- 103 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2017, up from 100 in Q1 2017.
- Funds reported $944M of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2017, up 6.9% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2017 and 5 closed out, a net change of +5 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2017 was PNC Financial Services Group, an estimated $22.7M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2017 was LPL Financial, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2017.