WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
DGRS
96 hedge funds and large institutions have $203M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
4.05% less ownership
Funds ownership: 62.36% → 58.32% (-4%)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
Holders
96
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$4.7M | |
| 2 | +$2.63M | |
| 3 | +$2.61M | |
| 4 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$1.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.82M |
Top Sellers
| 1 | -$6.84M | |
| 2 | -$4.12M | |
| 3 | -$1.58M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.21M |
| 5 |
TFG
Team Financial Group
Temecula,
California
|
-$996K |