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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

108 hedge funds and large institutions have $222M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
39
Reduced
32
Closed
9
Calls
$5K
Puts
$155K
Net Calls
-$150K
Net Calls Change
-$150K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.58M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.2M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.66M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.15M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.8M
3
TFG
3
Team Financial Group
California
$5.08M
4
MLA
4
My Legacy Advisors
Oregon
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
51
Golden State Equity Partners
California
$580K +$64.2K +1,245 +12%
CM
52
Capital Management
Virginia
$464K – – –
QP
53
Quartz Partners
New York
$386K +$386K +7,489 New
CB
54
Cadence Bank
Mississippi
$349K -$4.02K -78 -1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$338K -$219K -4,256 -39%
ADL
56
Asset Dedication LLC
California
$331K – – –
CFP
57
Cascade Financial Partners
California
$324K – – –
RWB
58
RMR Wealth Builders
New Jersey
$319K +$17.4K +338 +6%
RFG
59
REAP Financial Group
Texas
$316K -$296K -5,736 -48%
OC
60
Oppenheimer & Co
New York
$313K +$313K +6,081 New
SS
61
Sunbelt Securities
Texas
$305K +$120K +2,330 +65%
FHA
62
Flagship Harbor Advisors
Massachusetts
$295K +$295K +5,727 New
William Blair & Company
63
William Blair & Company
Illinois
$282K +$206K +4,000 +272%
TSWM
64
Tyler-Stone Wealth Management
Ohio
$279K +$158K +3,062 +130%
RAM
65
Redmond Asset Management
Virginia
$279K +$7.99K +155 +3%
CPIG
66
Chicago Partners Investment Group
Illinois
$271K +$3.3K +65 +1%
KAS
67
Kestra Advisory Services
Texas
$268K -$204K -3,966 -43%
OCM
68
Objective Capital Management
Ohio
$258K +$258K +5,000 New
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$74.1K -1,438 -23%
OWM
70
Opes Wealth Management
California
$247K -$773 -15 -0.3%
FCA
71
FinTrust Capital Advisors
South Carolina
$242K +$98.7K +1,916 +69%
Stifel Financial
72
Stifel Financial
Missouri
$224K -$824 -16 -0.4%
CRI
73
Colonial River Investments
Virginia
$223K -$14K -272 -6%
AWM
74
Axxcess Wealth Management
California
$223K -$11.4K -222 -5%
AAS
75
Avantax Advisory Services
Texas
$218K -$36.7K -713 -14%
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