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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

85 hedge funds and large institutions have $149M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
7
Increased
27
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$19.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
LPL Financial
3
LPL Financial
California
$12.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.43M
5
CRI
5
Colonial River Investments
Virginia
$982K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.95M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$731K
3
LW
3
Linscomb Wealth
Texas
$6.41M
4
GS
4
GTS Securities
New York
$0
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$222K 5,393 +35 +0.7%
AC
52
Avant Capital
Louisiana
$216K 5,251 -32 -0.6%
RAM
53
Redmond Asset Management
Virginia
$211K 5,118 -900 -15%
CPIG
54
Chicago Partners Investment Group
Illinois
$209K 5,386 -314 -6%
TCFP
55
Treasure Coast Financial Planning
Florida
$205K 4,986 -880 -15%
KAS
56
Kestra Advisory Services
Texas
$202K 4,899 -3,527 -42%
OP
57
ORG Partners
Indiana
$124K 3,023 +3,023 New
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$110K 2,675 – –
GRP
59
Global Retirement Partners
California
$109K 2,725 – –
CAL
60
Capital Advisors Ltd
Ohio
$107K 2,600 – –
SPIA
61
Steward Partners Investment Advisory
New York
$105K 2,555 -2,300 -47%
VWM
62
Venturi Wealth Management
Texas
$94K 2,283 +31 +1%
AWM
63
Avior Wealth Management
Nebraska
$89.1K 2,164 +83 +4%
FCA
64
FinTrust Capital Advisors
South Carolina
$79.7K 1,936 +1,200 +163%
William Blair & Company
65
William Blair & Company
Illinois
$75K 1,820 – –
CFD
66
Creative Financial Designs
Indiana
$73.2K 1,776 +332 +23%
RIA
67
Realta Investment Advisors
Delaware
$53.9K 1,271 – –
AA
68
Ancora Advisors
Ohio
$44.9K 1,091 – –
SAM
69
S.A. Mason
Michigan
$38.1K 925 – –
SS
70
Sunbelt Securities
Texas
$37.6K 912 +327 +56%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$31.7K 770 -8 -1%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$30.2K 732 – –
PTC
73
Private Trust Company
Ohio
$27.9K 677 – –
IWP
74
IAG Wealth Partners
Wisconsin
$27.1K 658 – –
PA
75
Parallel Advisors
California
$25.8K 627 – –
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3
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