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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

74 hedge funds and large institutions have $118M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
25
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$10.2M
2
LPL Financial
2
LPL Financial
California
$7.15M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.8M
4
PWS
4
Private Wealth Strategies
Ohio
$11.2M
5
RJA
5
Raymond James & Associates
Florida
$5.68M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.77M
2
UBS Group
2
UBS Group
Switzerland
$19.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
LW
4
Linscomb Wealth
Texas
$10.8M
5
PAG
5
Private Advisor Group
New Jersey
$734K
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$528K 11,085 -5,378 -33%
CM
27
Capital Management
Virginia
$428K 9,000 – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$334K 7,025 -45 -0.6%
CBN
29
Cadence Bank NA
Texas
$329K 6,912 -697 -9%
CCA
30
Clearwater Capital Advisors
Illinois
$328K 6,893 -21 -0.3%
RA
31
RFG Advisory
Alabama
$306K 6,430 +362 +6%
9WM
32
9258 Wealth Management
Ohio
$305K 6,400 – –
IA
33
Insight Advisors
Pennsylvania
$305K 6,418 +1,101 +21%
RAM
34
Redmond Asset Management
Virginia
$288K 6,052 +300 +5%
FHA
35
Flagship Harbor Advisors
Massachusetts
$273K 5,727 – –
AC
36
Avant Capital
Louisiana
$266K 5,585 +5,585 New
RWB
37
RMR Wealth Builders
New Jersey
$263K 5,524 +560 +11%
CPIG
38
Chicago Partners Investment Group
Illinois
$253K 5,680 +178 +3%
KAS
39
Kestra Advisory Services
Texas
$246K 5,168 -619 -11%
ADL
40
Asset Dedication LLC
California
$230K 4,818 +216 +5%
GT
41
Glenview Trust
Kentucky
$220K 4,625 – –
CA
42
CoreCap Advisors
Michigan
$218K 4,581 +4,581 New
SPIA
43
Steward Partners Investment Advisory
New York
$212K 4,455 +1,030 +30%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$210K 4,411 +4,411 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$208K 4,374 +4,374 New
Citigroup
46
Citigroup
New York
$190K 3,983 – –
AWA
47
Amplius Wealth Advisors
Pennsylvania
$142K 3,000 +3,000 New
FCA
48
FinTrust Capital Advisors
South Carolina
$111K 2,333 – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$100K 2,111 -3,982 -65%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$96K 2,026 – –
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