WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
388 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 31 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 103
26% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 31
1% more funds holding
Funds holding: 384 → 388 (+4)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
10.56% less ownership
Funds ownership: 80.86% → 70.3% (-11%)
24% less capital invested
Capital invested by funds: $5.63B → $4.25B (-$1.38B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$73.6M |
| 2 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$54.2M |
| 3 |
Morgan Stanley
New York
|
+$52M |
| 4 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$18.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$497M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$483M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$87.4M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
-$52.7M |
| 5 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$23.3M |
DGRW Hedge Fund Activity: Q2 2022 in Review
388 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2022, worth a combined $4.25B — down 24% from $5.63B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DGRW positions and 31 closed out — a net gain of 8 holders — while 156 added to existing stakes and 103 trimmed.
The largest buyer was Ameriprise, adding an estimated $73.6M. The largest seller was Envestnet Asset Management, cutting an estimated $497M.
- 388 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2022, up from 384 in Q1 2022.
- Funds reported $4.25B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2022, down 24% quarter-over-quarter.
- 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2022 and 31 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2022 was Ameriprise, an estimated $73.6M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2022 was Envestnet Asset Management, an estimated $497M sold.
Based on aggregated 13F filings for Q2 2022.