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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

83 hedge funds and large institutions have $119M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

12% more capital invested

Capital invested by funds: $106M → $119M (+$13M)

1.45% more ownership

Funds ownership: 49.35% → 50.8% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 84 → 83 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
31
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.38M
2
SWP
Stratos Wealth Partners
Ohio
+$1.46M
3
Morgan Stanley
Morgan Stanley
New York
+$935K
4
PWS
Private Wealth Strategies
Ohio
+$514K
5
KAS
Kestra Advisory Services
Texas
+$344K

Top Sellers

Rank Fund Capital Flow
1
LW
Linscomb Wealth
Texas
-$601K
2
UBS Group
UBS Group
Switzerland
-$534K
3
IA
Insight Advisors
Pennsylvania
-$285K
4
C
Certuity
Florida
-$275K
5
Stifel Financial
Stifel Financial
Missouri
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$219K +$211K +5,170 New
SPIA
52
Steward Partners Investment Advisory
New York
$206K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$179K +$28.2K +691 +20%
Citigroup
54
Citigroup
New York
$169K – – –
GRP
55
Global Retirement Partners
California
$116K – – –
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$114K -$163 -4 -0.1%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$113K +$106K +2,606 +4,572%
CAL
58
Capital Advisors Ltd
Ohio
$110K +$106K +2,600 New
VWM
59
Venturi Wealth Management
Texas
$95.6K -$53.1K -1,300 -37%
AWM
60
Avior Wealth Management
Nebraska
$88.3K +$9.84K +241 +13%
William Blair & Company
61
William Blair & Company
Illinois
$77.2K – – –
CFD
62
Creative Financial Designs
Indiana
$61.2K +$31.3K +766 +113%
RIA
63
Realta Investment Advisors
Delaware
$53.9K +$51.9K +1,271 New
AA
64
Ancora Advisors
Ohio
$46.3K – – –
SAM
65
S.A. Mason
Michigan
$38.5K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$33K -$1.26K -31 -4%
Wells Fargo
67
Wells Fargo
California
$32.3K +$21.7K +532 +231%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$31.1K – – –
FCA
69
FinTrust Capital Advisors
South Carolina
$29.6K – – –
PTC
70
Private Trust Company
Ohio
$28.7K -$490 -12 -2%
IWP
71
IAG Wealth Partners
Wisconsin
$27.9K – – –
PA
72
Parallel Advisors
California
$26.6K – – –
SS
73
Sunbelt Securities
Texas
$24.8K +$8.16K +200 +52%
IGWM
74
ICA Group Wealth Management
Colorado
$12.3K +$11.8K +290 New
GWM
75
Geneos Wealth Management
Colorado
$9.55K – – –
1 2
3
4

DGRS Hedge Fund Activity: Q2 2023 in Review

83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2023, worth a combined $119M — up 12% from $106M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DGRS and 8 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $2.38M. The largest seller was Linscomb Wealth, cutting an estimated $601K.

  • 83 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2023, down from 84 in Q1 2023.
  • Funds reported $119M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2023, up 12% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2023 and 9 closed out, a net change of -1 holder.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2023 was LPL Financial, an estimated $2.38M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2023 was Linscomb Wealth, an estimated $601K sold.

Based on aggregated 13F filings for Q2 2023.