We are live on ! Find out more
DGRS icon

WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

74 hedge funds and large institutions have $122M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

2.84% more ownership

Funds ownership: 53.56% → 56.41% (+2.8%)

3% more capital invested

Capital invested by funds: $118M → $122M (+$3.92M)

0% more funds holding

Funds holding: 74 → 74 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
35
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWS
Private Wealth Strategies
Ohio
+$10.2M
2
Morgan Stanley
Morgan Stanley
New York
+$3.2M
3
RJA
Raymond James & Associates
Florida
+$1.72M
4
VWM
Venturi Wealth Management
Texas
+$864K
5
AWM
AE Wealth Management
Kansas
+$703K

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$891K
2
FTUS
Flow Traders U.S.
New York
-$528K
3
LW
Linscomb Wealth
Texas
-$402K
4
KAS
Kestra Advisory Services
Texas
-$246K
5
AWA
Amplius Wealth Advisors
Pennsylvania
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Ancora Advisors
Ohio
$49K – – –
SAM
52
S.A. Mason
Michigan
$41K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$41K +$1.59K +35 +4%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$38K – – –
CFD
55
Creative Financial Designs
Indiana
$34K +$4.17K +92 +14%
FCA
56
FinTrust Capital Advisors
South Carolina
$33K -$72.3K -1,597 -68%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$33K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$32K – – –
Wells Fargo
59
Wells Fargo
California
$32K – – –
PA
60
Parallel Advisors
California
$28K – – –
IWP
61
IAG Wealth Partners
Wisconsin
$24K – – –
APA
62
American Portfolios Advisors
New York
$22.3K – – –
MCC
63
Money Concepts Capital
Florida
$19K +$5.89K +130 +44%
C
64
Covestor
United Kingdom
$13K +$136 +3 +1%
EI
65
Ellevest Inc
New York
$12K +$91 +2 +0.7%
GWM
66
Geneos Wealth Management
Colorado
$10K – – –
ACA
67
Aptus Capital Advisors
Alabama
$9K – – –
BCMLT
68
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K +$9.2K +203 New
GEA
69
Glen Eagle Advisors
New Jersey
$8.92K – – –
CWM
70
Curi Wealth Management
North Carolina
$7K +$7.97K +176 New
NFSG
71
Newbridge Financial Services Group
Florida
$6K – – –
RCM
72
Raleigh Capital Management
North Carolina
$6K +$181 +4 +3%
FRA
73
Front Row Advisors
California
$5K – – –
SBL
74
Sargent Bickham Lagudis
Colorado
$3K +$45 +1 +1%
FTUS
75
Flow Traders U.S.
New York
– -$528K -11,085 Closed
1 2
3
4

DGRS Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2022, worth a combined $122M — up 3.3% from $118M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DGRS positions and 3 closed out — a net gain of 3 holders — while 35 added to existing stakes and 13 trimmed.

The largest buyer was Private Wealth Strategies, adding an estimated $10.2M. The largest seller was William Blair & Company, cutting an estimated $891K.

  • 74 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $122M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2022, up 3.3% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2022 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2022 was Private Wealth Strategies, an estimated $10.2M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2022 was William Blair & Company, an estimated $891K sold.

Based on aggregated 13F filings for Q1 2022.