WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
122 hedge funds and large institutions have $225M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 17 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 40
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.48% less ownership
Funds ownership: 63.71% → 59.23% (-4.5%)
5% less funds holding
Funds holding: 129 → 122 (-7)
24% less capital invested
Capital invested by funds: $295M → $225M (-$70.1M)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.44M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.39M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.51M |
| 4 |
Two Sigma Investments
New York
|
+$2.47M |
| 5 |
SFGP
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$25.4M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$12.7M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$10.5M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$7.22M |
| 5 |
AC
Avestar Capital
New York
|
-$5.57M |
DGRS Hedge Fund Activity: Q1 2025 in Review
122 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2025, worth a combined $225M — down 24% from $295M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of DGRS and 12 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 49 added.
The largest buyer was Stratos Wealth Partners, adding an estimated $4.44M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $25.4M sold.
- 122 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2025, down from 129 in Q4 2024.
- Funds reported $225M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2025, down 24% quarter-over-quarter.
- 12 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2025 and 17 closed out, a net change of -5 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2025 was Stratos Wealth Partners, an estimated $4.44M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2025 was Hennion & Walsh Asset Management, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2025.