WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
508 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 230 increasing their positions, 142 reducing their positions, and 35 closing their positions.
217% more call options, than puts
Call options by funds: $603K | Put options by funds: $190K
62% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 142
37% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 35
14% more funds holding in top 10
Funds holding in top 10: 50 → 57 (+7)
7% more capital invested
Capital invested by funds: $6.44B → $6.89B (+$454M)
2.26% more ownership
Funds ownership: 69.41% → 71.67% (+2.3%)
1% more funds holding
Funds holding: 502 → 508 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$213M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$77.3M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$57.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$55.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$44.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$19.7M |
| 2 |
APA
Astoria Portfolio Advisors
New York
|
-$17M |
| 3 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$8.92M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$6.85M |
| 5 |
LW
Lauer Wealth
Valparaiso,
Indiana
|
-$6.3M |
DGRW Hedge Fund Activity: Q3 2023 in Review
508 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2023, worth a combined $6.89B — up 7.1% from $6.44B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new DGRW positions and 35 closed out — a net gain of 13 holders — while 230 added to existing stakes and 142 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $213M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $19.7M sold.
- 508 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2023, up from 502 in Q2 2023.
- Funds reported $6.89B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2023, up 7.1% quarter-over-quarter.
- 48 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2023 and 35 closed out, a net change of +13 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2023 was PNC Financial Services Group, an estimated $213M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2023 was Daido Life Insurance Company, an estimated $19.7M sold.
Based on aggregated 13F filings for Q3 2023.