WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
129 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 32 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 8 closing their positions.
300% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 8
88% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 25
33% more capital invested
Capital invested by funds: $222M → $295M (+$73M)
19% more funds holding
Funds holding: 108 → 129 (+21)
10.27% more ownership
Funds ownership: 53.43% → 63.71% (+10%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$25.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.68M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$7.46M |
| 4 |
AC
Avestar Capital
New York
|
+$5.75M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFG
Team Financial Group
Temecula,
California
|
-$2.3M |
| 2 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$1.4M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.35M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1.08M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.01M |
DGRS Hedge Fund Activity: Q4 2024 in Review
129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2024, worth a combined $295M — up 33% from $222M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new DGRS positions and 8 closed out — a net gain of 24 holders — while 47 added to existing stakes and 25 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $25.4M. The largest seller was Team Financial Group, cutting an estimated $2.3M.
- 129 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2024, up from 108 in Q3 2024.
- Funds reported $295M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2024, up 33% quarter-over-quarter.
- 32 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2024 and 8 closed out, a net change of +24 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2024 was Lido Advisors, an estimated $25.4M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2024 was Team Financial Group, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2024.