WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
163 hedge funds and large institutions have $1.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
16% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 51
11% more funds holding
Funds holding: 147 → 163 (+16)
10% more capital invested
Capital invested by funds: $1.34B → $1.47B (+$134M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
0.37% more ownership
Funds ownership: 60.91% → 61.28% (+0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Huber Financial Advisors
Lincolnshire,
Illinois
|
+$5.81M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.74M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.4M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5.3M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$24.8M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.74M |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$2.05M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.45M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.3M |
DGRW Hedge Fund Activity: Q3 2018 in Review
163 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2018, worth a combined $1.47B — up 10% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DGRW positions and 8 closed out — a net gain of 17 holders — while 59 added to existing stakes and 51 trimmed.
The largest buyer was Huber Financial Advisors, opening a new position worth an estimated $5.81M. The largest seller was Carroll Financial Associates, cutting an estimated $24.8M.
- 163 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2018, up from 147 in Q2 2018.
- Funds reported $1.47B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2018, up 10% quarter-over-quarter.
- 25 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2018 and 8 closed out, a net change of +17 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2018 was Huber Financial Advisors, an estimated $5.81M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2018 was Carroll Financial Associates, an estimated $24.8M sold.
Based on aggregated 13F filings for Q3 2018.