WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
462 hedge funds and large institutions have $5.56B 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, 184 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
36% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 135
4% more funds holding
Funds holding: 443 → 462 (+19)
0.73% less ownership
Funds ownership: 72.61% → 71.88% (-0.73%)
2% less funds holding in top 10
Funds holding in top 10: 46 → 45 (-1)
49% less capital invested
Capital invested by funds: $10.9B → $5.56B (-$5.38B)
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
462 of the 6,275 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 $5.56B — down 49% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new DGRW positions and 29 closed out — a net gain of 28 holders — while 184 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.
- 462 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2023, up from 443 in Q4 2022.
- Funds reported $5.56B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2023, down 49% 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.