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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

118 hedge funds and large institutions have $220M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
51
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$19.1M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.16M
3
LPL Financial
3
LPL Financial
California
$29.3M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$1.91M
5
CAP
5
Columbia Advisory Partners
Washington
$3.62M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.9M
3
MA
3
MAS Advisors
Florida
$968K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.92M
5
JGCM
5
Joseph Group Capital Management
Ohio
$364K
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$1.92M 41,200 -27,300 -40%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$1.91M 40,956 +24,759 +153%
MSWA
28
Marshall & Sterling Wealth Advisors
New York
$1.35M 29,076 +1,896 +7%
PAG
29
Private Advisor Group
New Jersey
$1.29M 27,692 +3,623 +15%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.28M 27,408 +9,643 +54%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.19M 23,244 +4,065 +21%
EAM
32
Empirical Asset Management
Massachusetts
$1.15M 24,704 +143 +0.6%
WIM
33
Waverton Investment Management
United Kingdom
$1.04M 18,820 – –
PGAM
34
Princeton Global Asset Management
New Jersey
$974K 20,914 +772 +4%
MA
35
MAS Advisors
Florida
$968K 20,804 -29,706 -59%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$938K 20,145 -149 -0.7%
AF
37
Allworth Financial
California
$913K 19,622 +23 +0.1%
SFC
38
Strategic Financial Concepts
Texas
$910K 19,551 +298 +2%
PWP
39
Precedent Wealth Partners
Texas
$880K 18,897 -528 -3%
ARC
40
Advisor Resource Council
Texas
$839K 18,025 -787 -4%
LI
41
LifeWealth Investments
Florida
$805K 17,301 +2,530 +17%
WDL
42
Well Done LLC
Michigan
$799K 17,163 +1,522 +10%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$795K 16,232 +1,012 +7%
Creative Planning
44
Creative Planning
Kansas
$758K 16,293 +847 +5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$728K 15,636 -1,239 -7%
BMA
46
Brooks Moore & Associates
Tennessee
$721K 15,171 -6,240 -29%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$674K 14,487 +293 +2%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$657K 14,118 +319 +2%
HIA
49
Harbor Investment Advisory
Maryland
$649K 13,933 -189 -1%
TFG
50
Team Financial Group
California
$630K 13,542 -4,297 -24%
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