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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

83 hedge funds and large institutions have $117M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
27
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$4.36M
2
C
2
Certuity
Florida
$2.01M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
AWM
4
AE Wealth Management
Kansas
$1.52M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$851K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.7M
2
LW
2
Linscomb Wealth
Texas
$7.9M
3
AWS
3
Atria Wealth Solutions
New York
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
GT
5
Glenview Trust
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T
26
TRUADVICE
Florida
$474K -$1.27K -30 -0.3%
IA
27
Insight Advisors
Pennsylvania
$460K +$132K +3,120 +40%
5L
28
55I LLC
Massachusetts
$418K +$418K +10,522 New
MLA
29
My Legacy Advisors
Oregon
$407K +$407K +10,291 New
CM
30
Capital Management
Virginia
$357K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$284K +$284K +7,157 New
CBN
32
Cadence Bank NA
Texas
$283K -$15.2K -381 -5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$282K +$1.07K +27 +0.4%
CCA
34
Clearwater Capital Advisors
Illinois
$273K – – –
ACM
35
Altrius Capital Management
North Carolina
$273K +$273K +6,888 New
RA
36
RFG Advisory
Alabama
$264K -$9.58K -227 -4%
9WM
37
9258 Wealth Management
Ohio
$254K – – –
RWB
38
RMR Wealth Builders
New Jersey
$238K -$15.9K -399 -6%
FHA
39
Flagship Harbor Advisors
Massachusetts
$227K – – –
RAM
40
Redmond Asset Management
Virginia
$225K +$2.18K +55 +1%
CPIG
41
Chicago Partners Investment Group
Illinois
$225K +$10.7K +250 +5%
AC
42
Avant Capital
Louisiana
$217K – – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$214K +$31.1K +783 +17%
IWM
44
IHT Wealth Management
Illinois
$209K -$11.8K -298 -5%
ADL
45
Asset Dedication LLC
California
$205K – – –
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$200K -$17.1K -431 -8%
SPIA
47
Steward Partners Investment Advisory
New York
$185K +$7.95K +200 +4%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$76.4K +1,929 +84%
Citigroup
49
Citigroup
New York
$158K – – –
CA
50
CoreCap Advisors
Michigan
$143K -$36.4K -921 -20%
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2
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