WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
185 hedge funds and large institutions have $1.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 20 closing their positions.
878% more capital inflows, than outflows
Capital inflows: $238M | Capital outflows: $24.3M
120% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 20
76% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 41
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
13% more funds holding
Funds holding: 163 → 185 (+22)
3.41% more ownership
Funds ownership: 61.28% → 64.69% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$40.8M |
| 2 |
HFA
Huber Financial Advisors
Lincolnshire,
Illinois
|
+$23.7M |
| 3 |
Ancora Advisors
Cleveland,
Ohio
|
+$17.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$4.03M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.07M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.86M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.75M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$1.19M |
DGRW Hedge Fund Activity: Q4 2018 in Review
185 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2018, worth a combined $1.47B — up 0.01% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DGRW positions and 20 closed out — a net gain of 24 holders — while 72 added to existing stakes and 41 trimmed.
The largest buyer was Bank of America, adding an estimated $40.8M. The largest seller was Carroll Financial Associates, cutting an estimated $4.03M.
- 185 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2018, up from 163 in Q3 2018.
- Funds reported $1.47B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2018, up 0.01% quarter-over-quarter.
- 44 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2018 and 20 closed out, a net change of +24 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2018 was Bank of America, an estimated $40.8M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2018 was Carroll Financial Associates, an estimated $4.03M sold.
Based on aggregated 13F filings for Q4 2018.