WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
147 hedge funds and large institutions have $1.34B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
22% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 46
8% more funds holding
Funds holding: 136 → 147 (+11)
3% more capital invested
Capital invested by funds: $1.3B → $1.34B (+$36.2M)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
2.51% less ownership
Funds ownership: 63.42% → 60.91% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$18M |
| 2 |
Morgan Stanley
New York
|
+$12.3M |
| 3 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$9.12M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.55M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$14.2M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$7.78M |
| 3 |
LPL Financial
San Diego,
California
|
-$6.09M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.27M |
| 5 |
Jane Street
New York
|
-$4.18M |
DGRW Hedge Fund Activity: Q2 2018 in Review
147 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2018, worth a combined $1.34B — up 2.8% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DGRW positions and 9 closed out — a net gain of 11 holders — while 56 added to existing stakes and 46 trimmed.
The largest buyer was One Capital Management, opening a new position worth an estimated $18M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $14.2M sold.
- 147 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2018, up from 136 in Q1 2018.
- Funds reported $1.34B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2018, up 2.8% quarter-over-quarter.
- 20 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2018 and 9 closed out, a net change of +11 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2018 was One Capital Management, an estimated $18M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2018 was Cetera Advisor Networks, an estimated $14.2M sold.
Based on aggregated 13F filings for Q2 2018.