WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
203 hedge funds and large institutions have $1.72B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
26% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 58
17% more capital invested
Capital invested by funds: $1.47B → $1.72B (+$244M)
10% more funds holding
Funds holding: 185 → 203 (+18)
3.63% less ownership
Funds ownership: 64.69% → 61.06% (-3.6%)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $17.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.99M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$7.24M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.8M |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$4.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$12.3M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.37M |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$5.76M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$4.76M |
DGRW Hedge Fund Activity: Q1 2019 in Review
203 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2019, worth a combined $1.72B — up 17% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DGRW positions and 16 closed out — a net gain of 19 holders — while 73 added to existing stakes and 58 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $10.3M. The largest seller was Ancora Advisors, cutting an estimated $12.3M.
- 203 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2019, up from 185 in Q4 2018.
- Funds reported $1.72B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2019, up 17% quarter-over-quarter.
- 35 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2019 and 16 closed out, a net change of +19 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $10.3M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2019 was Ancora Advisors, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2019.