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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

125 hedge funds and large institutions have $232M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more funds holding

Funds holding: 121 → 125 (+4)

1.31% more ownership

Funds ownership: 61.86% → 63.17% (+1.3%)

4% more capital invested

Capital invested by funds: $222M → $232M (+$9.54M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
35
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$1.75M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
3
SF
Summit Financial
New Jersey
+$734K
4
UAG
United Advisor Group
Ohio
+$700K
5
SFC
Strategic Financial Concepts
Texas
+$695K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.78M
2
SWP
Stratos Wealth Partners
Ohio
-$2.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$960K
4
ARC
Advisor Resource Council
Texas
-$839K
5
Two Sigma Investments
Two Sigma Investments
New York
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
LI
26
LifeWealth Investments
Florida
$1.8M +$73.2K +1,481 +4%
SFC
27
Strategic Financial Concepts
Texas
$1.68M +$695K +14,065 +72%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$1.58M -$459K -9,293 -23%
Citadel Advisors
29
Citadel Advisors
Florida
$1.49M +$1.47M +29,837 New
MSWA
30
Marshall & Sterling Wealth Advisors
New York
$1.48M +$30K +607 +2%
PAG
31
Private Advisor Group
New Jersey
$1.4M +$11.1K +225 +0.8%
Two Sigma Investments
32
Two Sigma Investments
New York
$1.31M -$736K -14,900 -36%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.19M +$407K +8,239 +53%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.13M +$423K +8,567 +61%
WIM
35
Waverton Investment Management
United Kingdom
$1.07M – – –
MA
36
MAS Advisors
Florida
$1.03M -$13.4K -271 -1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$994K -$12.5K -252 -1%
PGAM
38
Princeton Global Asset Management
New Jersey
$978K -$66.7K -1,349 -6%
AF
39
Allworth Financial
California
$946K -$34.4K -697 -4%
Osaic Holdings
40
Osaic Holdings
Arizona
$915K -$33.4K -675 -4%
PWP
41
Precedent Wealth Partners
Texas
$860K -$83.6K -1,691 -9%
WDL
42
Well Done LLC
Michigan
$858K – – –
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$752K -$52.5K -1,063 -7%
SF
44
Summit Financial
New Jersey
$742K +$734K +14,850 New
BMA
45
Brooks Moore & Associates
Tennessee
$721K – – –
Creative Planning
46
Creative Planning
Kansas
$703K -$110K -2,229 -14%
Goldman Sachs
47
Goldman Sachs
New York
$679K +$671K +13,585 New
EAM
48
Empirical Asset Management
Massachusetts
$666K -$562K -11,371 -46%
JP Morgan Chase
49
JP Morgan Chase
New York
$651K -$72.1K -1,460 -10%
IWM
50
IHT Wealth Management
Illinois
$636K -$20.4K -413 -3%
1
2
3 4 5

DGRS Hedge Fund Activity: Q3 2025 in Review

125 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2025, worth a combined $232M — up 4.3% from $222M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DGRS positions and 8 closed out — a net gain of 5 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $1.75M. The largest seller was LPL Financial, cutting an estimated $3.78M.

  • 125 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $232M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2025 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2025 was Modern Wealth Management, an estimated $1.75M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2025 was LPL Financial, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2025.