WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 66
17.44% more ownership
Funds ownership: 63.9% → 81.34% (+17%)
2% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 41
3% less funds holding
Funds holding: 250 → 243 (-7)
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
15% less capital invested
Capital invested by funds: $2.14B → $1.81B (-$328M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$49.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$30.8M |
| 3 |
ISG
Investment Security Group
Denver,
Colorado
|
+$29.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$26.6M |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$56.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$42.2M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$26.9M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
-$10.2M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$5.56M |
DGRW Hedge Fund Activity: Q1 2020 in Review
243 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2020, worth a combined $1.81B — down 15% from $2.14B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of DGRW and 40 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 94 added.
The largest buyer was Savant Capital, opening a new position worth an estimated $49.1M. The largest seller was Ameriprise, cutting an estimated $56.2M.
- 243 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2020, down from 250 in Q4 2019.
- Funds reported $1.81B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2020, down 15% quarter-over-quarter.
- 40 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2020 and 41 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2020 was Savant Capital, an estimated $49.1M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2020 was Ameriprise, an estimated $56.2M sold.
Based on aggregated 13F filings for Q1 2020.