WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
DGRS
128 hedge funds and large institutions have $295M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
10.27% more ownership
Funds ownership: 53.43% → 63.7% (+10%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
128
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$24.6M | |
| 2 | +$9.37M | |
| 3 | +$7.22M | |
| 4 |
AC
Avestar Capital
New York
|
+$5.57M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.91M |
Top Sellers
| 1 | -$2.22M | |
| 2 | -$1.4M | |
| 3 | -$1.33M | |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1.08M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$979K |