WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
268 hedge funds and large institutions have $3.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
59% more capital invested
Capital invested by funds: $2.19B → $3.47B (+$1.28B)
10.77% more ownership
Funds ownership: 65.89% → 76.65% (+11%)
4% more funds holding
Funds holding: 257 → 268 (+11)
3% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 90
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$628M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$330M |
| 3 |
UR
USCA RIA
Houston,
Texas
|
+$14.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.6M |
| 5 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
-$7.03M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$5.34M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$4.96M |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$3.56M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$3.5M |
DGRW Hedge Fund Activity: Q3 2020 in Review
268 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2020, worth a combined $3.47B — up 59% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new DGRW positions and 20 closed out — a net gain of 12 holders — while 93 added to existing stakes and 90 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $628M. The largest seller was Savant Capital, cutting an estimated $7.03M.
- 268 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2020, up from 257 in Q2 2020.
- Funds reported $3.47B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2020, up 59% quarter-over-quarter.
- 32 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2020 and 20 closed out, a net change of +12 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2020 was PNC Financial Services Group, an estimated $628M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2020 was Savant Capital, an estimated $7.03M sold.
Based on aggregated 13F filings for Q3 2020.