DGRS icon

WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

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.

Holders
128
Holders Change
+20
Holders Change %
+18.52%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
47
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$24.6M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
IAA
3
Independent Advisor Alliance
North Carolina
$7.22M
4
AC
4
Avestar Capital
New York
$5.57M
5
LPL Financial
5
LPL Financial
California
$29.6M

Top Sellers

1
TFG
1
Team Financial Group
California
$2.83M
2
BWP
2
Baldwin Wealth Partners
Massachusetts
$0
3
SA
3
Sanctuary Advisors
Indiana
$607K
4
WWM
4
Western Wealth Management
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
CAP
26
Columbia Advisory Partners
Washington
$2.49M 48,539 +48,539 New
EAM
27
Everstar Asset Management
North Carolina
$1.98M 38,646 +1,909 +5%
MA
28
MAS Advisors
Florida
$1.78M 34,806 +34,806 New
BMA
29
Brooks Moore & Associates
Tennessee
$1.7M 33,161 +15,125 +84%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.66M 32,344 +208 +0.6%
JGCM
31
Joseph Group Capital Management
Ohio
$1.56M 30,486 -668 -2%
MSWA
32
Marshall & Sterling Wealth Advisors
New York
$1.28M 24,926 +24,926 New
EAM
33
Empirical Asset Management
Massachusetts
$1.23M 24,061 -1,395 -5%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.2M 23,348 -1,768 -7%
PWP
35
Precedent Wealth Partners
Texas
$1.2M 23,337 -797 -3%
PGAM
36
Princeton Global Asset Management
New Jersey
$1.15M 22,455 +1,453 +7%
PAG
37
Private Advisor Group
New Jersey
$1.11M 21,609 +1,487 +7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.11M 21,577 -19,111 -47%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.06M 20,654 +5,715 +38%
AF
40
Allworth Financial
California
$1.04M 19,919 +149 +0.8%
OC
41
Optima Capital
Oregon
$978K 19,085 +19,085 New
Two Sigma Investments
42
Two Sigma Investments
New York
$963K 18,800 -5,100 -21%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$961K 18,755 +5,792 +45%
TSWM
44
Tyler-Stone Wealth Management
Ohio
$959K 18,718 +13,297 +245%
IWM
45
IHT Wealth Management
Illinois
$942K 18,389 -4,188 -19%
WIM
46
Waverton Investment Management
United Kingdom
$920K 18,820 -60 -0.3%
SFC
47
Strategic Financial Concepts
Texas
$887K 17,310 +2,537 +17%
WDL
48
Well Done LLC
Michigan
$860K 16,694 – –
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$838K 16,348 +2,945 +22%
SFM
50
Signet Financial Management
New Jersey
$822K 16,041 +151 +1%
1
2
3 4 5