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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

118 hedge funds and large institutions have $220M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
51
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$19.1M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.16M
3
LPL Financial
3
LPL Financial
California
$29.3M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$1.91M
5
CAP
5
Columbia Advisory Partners
Washington
$3.62M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.9M
3
MA
3
MAS Advisors
Florida
$968K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.92M
5
JGCM
5
Joseph Group Capital Management
Ohio
$364K
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$611K 13,136 -5,364 -29%
SA
52
Sovran Advisors
California
$592K 12,204 +116 +1%
CWM
53
Collaborative Wealth Management
Florida
$564K 12,115 -1,474 -11%
GSEP
54
Golden State Equity Partners
California
$560K 12,039 +13 +0.1%
OC
55
Oppenheimer & Co
New York
$548K 11,782 -106 -0.9%
AA
56
Armis Advisers
Georgia
$533K 11,456 -2,595 -18%
MWM
57
Modern Wealth Management
Kansas
$522K 11,219 +11,219 New
SFM
58
Signet Financial Management
New Jersey
$452K 9,713 -3,613 -27%
WH
59
Willner & Heller
California
$449K 9,637 +255 +3%
VWM
60
Venturi Wealth Management
Texas
$427K 9,184 +745 +9%
CM
61
Capital Management
Virginia
$419K 9,000 – –
WCP
62
Wealthcare Capital Partners
Pennsylvania
$393K 8,441 +80 +1%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$383K 8,218 +3,515 +75%
KAS
64
Kestra Advisory Services
Texas
$370K 7,956 +2,807 +55%
JGCM
65
Joseph Group Capital Management
Ohio
$364K 7,819 -22,634 -74%
OWM
66
Opes Wealth Management
California
$350K 7,510 +1,125 +18%
SPIA
67
Steward Partners Investment Advisory
New York
$347K 7,455 – –
RAM
68
Redmond Asset Management
Virginia
$345K 7,403 +132 +2%
SS
69
Sunbelt Securities
Texas
$321K 6,275 -325 -5%
RWB
70
RMR Wealth Builders
New Jersey
$321K 6,888 +611 +10%
ADL
71
Asset Dedication LLC
California
$299K 6,424 – –
AQR Capital Management
72
AQR Capital Management
Connecticut
$296K 6,359 -1,189 -16%
CFP
73
Cascade Financial Partners
California
$295K 6,330 – –
AWA
74
Arkadios Wealth Advisors
Georgia
$287K 6,175 +300 +5%
FHA
75
Flagship Harbor Advisors
Massachusetts
$267K 5,727 – –
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