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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

108 hedge funds and large institutions have $222M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
39
Reduced
32
Closed
9
Calls
$5K
Puts
$155K
Net Calls
-$150K
Net Calls Change
-$150K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.58M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.2M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.66M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.15M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.8M
3
TFG
3
Team Financial Group
California
$5.08M
4
MLA
4
My Legacy Advisors
Oregon
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
JGCM
26
Joseph Group Capital Management
Ohio
$1.61M 31,154 +249 +0.8%
BWP
27
Baldwin Wealth Partners
Massachusetts
$1.4M 27,225 +27,225 New
EAM
28
Empirical Asset Management
Massachusetts
$1.31M 25,456 +15,903 +166%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.29M 25,116 -8,076 -24%
PWP
30
Precedent Wealth Partners
Texas
$1.24M 24,134 -1,580 -6%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.23M 23,900 +23,900 New
IWM
32
IHT Wealth Management
Illinois
$1.16M 22,577 +3,665 +19%
PGAM
33
Princeton Global Asset Management
New Jersey
$1.08M 21,002 +4,054 +24%
WWM
34
Western Wealth Management
Colorado
$1.08M 20,936 +20,936 New
PAG
35
Private Advisor Group
New Jersey
$1.04M 20,122 +818 +4%
AF
36
Allworth Financial
California
$1.02M 19,770 -942 -5%
WIM
37
Waverton Investment Management
United Kingdom
$1.01M 18,880 – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$969K 18,812 -7,635 -29%
BMA
39
Brooks Moore & Associates
Tennessee
$929K 18,036 +9,588 +113%
ARC
40
Advisor Resource Council
Texas
$885K 17,177 +4,897 +40%
WDL
41
Well Done LLC
Michigan
$860K 16,694 -415 -2%
Creative Planning
42
Creative Planning
Kansas
$850K 16,487 +6 +0%
HIA
43
Harbor Investment Advisory
Maryland
$823K 15,970 +1,533 +11%
SFM
44
Signet Financial Management
New Jersey
$819K 15,890 -446 -3%
CWM
45
Collaborative Wealth Management
Florida
$812K 15,760 -2,032 -11%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$770K 14,939 +8,040 +117%
SFC
47
Strategic Financial Concepts
Texas
$761K 14,773 +14,773 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$691K 13,403 -217 -2%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$668K 12,963 -1,863 -13%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$604K 11,712 -8,290 -41%
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