WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
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.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
25% more capital invested
Capital invested by funds: $119M → $149M (+$29.5M)
5.96% more ownership
Funds ownership: 50.8% → 56.76% (+6%)
2% more funds holding
Funds holding: 83 → 85 (+2)
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$20.4M |
| 2 |
Morgan Stanley
New York
|
+$2.33M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.98M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.37M |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$909K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$738K |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
-$712K |
| 4 |
GS
GTS Securities
New York
|
-$449K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$292K |
DGRS Hedge Fund Activity: Q3 2023 in Review
85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2023, worth a combined $149M — up 25% from $119M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DGRS positions and 5 closed out — a net gain of 2 holders — while 27 added to existing stakes and 28 trimmed.
The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $20.4M. The largest seller was Osaic Holdings, cutting an estimated $909K.
- 85 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2023, up from 83 in Q2 2023.
- Funds reported $149M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2023, up 25% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2023 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2023 was Hennion & Walsh Asset Management, an estimated $20.4M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2023 was Osaic Holdings, an estimated $909K sold.
Based on aggregated 13F filings for Q3 2023.