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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

82 hedge funds and large institutions have $104M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
26
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$5.05M
2
BFM
Boston Financial Management
Massachusetts
$1.74M
3
WDL
Well Done LLC
Michigan
$715K
4
PWS
Private Wealth Strategies
Ohio
$19.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$542K

Top Sellers

1
VWM
Venturi Wealth Management
Texas
$0
2
Morgan Stanley
Morgan Stanley
New York
$6.35M
3
AF
Allworth Financial
California
$2.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$579K
5
Bank of America
Bank of America
North Carolina
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
26
Princeton Global Asset Management
New Jersey
$491K – – –
MLA
27
My Legacy Advisors
Oregon
$474K -$88K -1,891 -16%
T
28
TRUADVICE
Florida
$457K -$20.3K -465 -4%
OPS
29
Orion Portfolio Solutions
Nebraska
$409K +$409K +10,160 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$401K +$80.6K +2,002 +25%
HIA
31
Harbor Investment Advisory
Maryland
$397K +$330K +8,208 +493%
IA
32
Insight Advisors
Pennsylvania
$366K -$82K -2,031 -18%
CM
33
Capital Management
Virginia
$362K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$361K +$60.1K +1,494 +20%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$288K +$202K +5,019 +233%
CB
36
Cadence Bank
Mississippi
$286K – – –
TCFP
37
Treasure Coast Financial Planning
Florida
$261K +$261K +6,484 New
9WM
38
9258 Wealth Management
Ohio
$257K – – –
IWM
39
IHT Wealth Management
Illinois
$248K +$7.32K +182 +3%
RWB
40
RMR Wealth Builders
New Jersey
$245K +$4.62K +115 +2%
CPIG
41
Chicago Partners Investment Group
Illinois
$243K -$5.11K -111 -2%
RAM
42
Redmond Asset Management
Virginia
$231K +$2.01K +50 +0.9%
FHA
43
Flagship Harbor Advisors
Massachusetts
$230K – – –
CCA
44
Clearwater Capital Advisors
Illinois
$227K -$20.7K -514 -8%
AWM
45
AE Wealth Management
Kansas
$215K -$15K -373 -7%
AC
46
Avant Capital
Louisiana
$211K +$211K +5,246 New
ADL
47
Asset Dedication LLC
California
$210K +$2.7K +67 +1%
ACM
48
Altrius Capital Management
North Carolina
$204K -$46.8K -1,164 -19%
SPIA
49
Steward Partners Investment Advisory
New York
$197K +$9.57K +238 +5%
Citigroup
50
Citigroup
New York
$160K – – –
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