WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
DGRS
83 hedge funds and large institutions have $119M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
1% less funds holding
Funds holding: 84 → 83 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Holders
83
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.47M | |
| 2 | +$1.52M | |
| 3 | +$972K | |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$534K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$358K |
Top Sellers
| 1 | -$625K | |
| 2 | -$555K | |
| 3 | -$286K | |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$285K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$248K |