WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.
533% more capital inflows, than outflows
Capital inflows: $381M | Capital outflows: $60.2M
104% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 72
11% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 28
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
0.83% more ownership
Funds ownership: 78.65% → 79.48% (+0.83%)
1% less funds holding
Funds holding: 325 → 322 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Horizon Investments
Charlotte,
North Carolina
|
+$86.3M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$61M |
| 3 |
PFS Investments
Duluth,
Georgia
|
+$50.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41.6M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$7.23M |
| 2 |
ASW
Astoria Strategic Wealth
Conroe,
Texas
|
-$6.01M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.68M |
| 4 |
LWP
Legacy Wealth Planning
Reno,
Nevada
|
-$5.49M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$5.34M |
DGRW Hedge Fund Activity: Q3 2021 in Review
322 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2021, worth a combined $4.94B — up 5.1% from $4.7B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DGRW positions and 28 closed out — a net gain of 3 holders — while 147 added to existing stakes and 72 trimmed.
The largest buyer was Horizon Investments, adding an estimated $86.3M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $7.23M sold.
- 322 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2021, down from 325 in Q2 2021.
- Funds reported $4.94B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2021, up 5.1% quarter-over-quarter.
- 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2021 was Horizon Investments, an estimated $86.3M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2021 was J.W. Cole Advisors, an estimated $7.23M sold.
Based on aggregated 13F filings for Q3 2021.