WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
136 hedge funds and large institutions have $1.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 14 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 32
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
8% more capital invested
Capital invested by funds: $1.21B → $1.3B (+$91.4M)
2% more funds holding
Funds holding: 133 → 136 (+3)
3.07% less ownership
Funds ownership: 66.48% → 63.42% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLIC
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
+$35.7M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$21.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.9M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.32M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.95M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 4 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
-$1.05M |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$874K |
DGRW Hedge Fund Activity: Q1 2018 in Review
136 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2018, worth a combined $1.3B — up 7.6% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DGRW positions and 14 closed out — a net gain of 3 holders — while 64 added to existing stakes and 32 trimmed.
The largest buyer was Taiyo Life Insurance Company, opening a new position worth an estimated $35.7M. The largest seller was Janney Montgomery Scott, cutting an estimated $3.32M.
- 136 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2018, up from 133 in Q4 2017.
- Funds reported $1.3B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2018, up 7.6% quarter-over-quarter.
- 17 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2018 and 14 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2018 was Taiyo Life Insurance Company, an estimated $35.7M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2018 was Janney Montgomery Scott, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2018.