WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
463 hedge funds and large institutions have $5.6B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 185 increasing their positions, 135 reducing their positions, and 29 closing their positions.
9,350% more call options, than puts
Call options by funds: $567K | Put options by funds: $6K
97% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 29
37% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 135
4% more funds holding
Funds holding: 444 → 463 (+19)
5% more capital invested
Capital invested by funds: $5.34B → $5.6B (+$255M)
0.72% less ownership
Funds ownership: 72.74% → 72.02% (-0.72%)
2% less funds holding in top 10
Funds holding in top 10: 47 → 46 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$30.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$28.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.9M |
| 5 |
FCM
Family Capital Management
Grand Rapids,
Michigan
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$57.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.1M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$18.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.1M |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$12.5M |
DGRW Hedge Fund Activity: Q1 2023 in Review
463 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2023, worth a combined $5.6B — up 4.8% from $5.34B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new DGRW positions and 29 closed out — a net gain of 28 holders — while 185 added to existing stakes and 135 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $30.2M. The largest seller was Horizon Investments, cutting an estimated $57.1M.
- 463 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2023, up from 444 in Q4 2022.
- Funds reported $5.6B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2023, up 4.8% quarter-over-quarter.
- 57 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2023 and 29 closed out, a net change of +28 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2023 was OneDigital Investment Advisors, an estimated $30.2M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2023 was Horizon Investments, an estimated $57.1M sold.
Based on aggregated 13F filings for Q1 2023.