WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 30 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 100
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
20% more funds holding in top 10
Funds holding in top 10: 30 → 36 (+6)
2% more funds holding
Funds holding: 388 → 395 (+7)
5% more capital invested
Capital invested by funds: $4.25B → $4.46B (+$203M)
0.54% more ownership
Funds ownership: 70.3% → 70.84% (+0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$191M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$76M |
| 3 |
LPL Financial
San Diego,
California
|
+$22.1M |
| 4 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$21.2M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$22.8M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$6.81M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$4.95M |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$3.74M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.15M |
DGRW Hedge Fund Activity: Q3 2022 in Review
395 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2022, worth a combined $4.46B — up 4.8% from $4.25B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DGRW positions and 30 closed out — a net gain of 11 holders — while 169 added to existing stakes and 100 trimmed.
The largest buyer was Hamilton Capital, adding an estimated $191M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $22.8M.
- 395 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2022, up from 388 in Q2 2022.
- Funds reported $4.46B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2022, up 4.8% quarter-over-quarter.
- 41 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2022 and 30 closed out, a net change of +11 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2022 was Hamilton Capital, an estimated $191M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2022 was Avidian Wealth Enterprises, an estimated $22.8M sold.
Based on aggregated 13F filings for Q3 2022.