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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

68 hedge funds and large institutions have $99.1M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
21
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$19.2M
2
Bank of America
Bank of America
North Carolina
$12.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$3.01M
4
Morgan Stanley
Morgan Stanley
New York
$7.9M
5
PWS
Private Wealth Strategies
Ohio
$9.55M

Top Sellers

1
MA
Mutual Advisors
Nebraska
$0
2
LW
Linscomb Wealth
Texas
$12.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
RJA
Raymond James & Associates
Florida
$2.31M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$84K -$28.7K -624 -25%
FCA
52
FinTrust Capital Advisors
South Carolina
$74K – – –
APA
53
American Portfolios Advisors
New York
$59.9K – – –
AA
54
Ancora Advisors
Ohio
$50K – – –
EI
55
Ellevest Inc
New York
$50K +$137 +3 +0.3%
SAM
56
S.A. Mason
Michigan
$43K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$34K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$33K – – –
AWA
59
Arkadios Wealth Advisors
Georgia
$29K +$184 +4 +0.6%
TAM
60
Townsend Asset Management
North Carolina
$23K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$13K -$5.64K -121 -30%
MCC
62
Money Concepts Capital
Florida
$11K – – –
HI
63
Harbour Investments
Wisconsin
$10K +$10K +224 New
GEA
64
Glen Eagle Advisors
New Jersey
$9.21K – – –
ACA
65
Aptus Capital Advisors
Alabama
$9K – – –
FRA
66
Front Row Advisors
California
$6K – – –
SBL
67
Sargent Bickham Lagudis
Colorado
$3K – – –
MA
68
Mutual Advisors
Nebraska
– -$1.63M -41,285 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$310K -7,833 Closed
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
– -$232K -5,859 Closed
IWM
71
IHT Wealth Management
Illinois
– -$208K -5,252 Closed
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