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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

129 hedge funds and large institutions have $295M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

33% more capital invested

Capital invested by funds: $222M → $295M (+$73M)

19% more funds holding

Funds holding: 108 → 129 (+21)

10.27% more ownership

Funds ownership: 53.43% → 63.71% (+10%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
129
Holders Change
+21
Holders Change %
+19.44%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
47
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$25.4M
2
Bank of America
Bank of America
North Carolina
+$9.68M
3
IAA
Independent Advisor Alliance
North Carolina
+$7.46M
4
AC
Avestar Capital
New York
+$5.75M
5
LPL Financial
LPL Financial
California
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
TFG
Team Financial Group
California
-$2.3M
2
BWP
Baldwin Wealth Partners
Massachusetts
-$1.4M
3
SA
Sanctuary Advisors
Indiana
-$1.35M
4
WWM
Western Wealth Management
Colorado
-$1.08M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
51
Harbor Investment Advisory
Maryland
$819K +$371 +7 +0%
Creative Planning
52
Creative Planning
Kansas
$810K -$35.4K -669 -4%
AA
53
Armis Advisers
Georgia
$809K +$836K +15,790 New
CWM
54
Collaborative Wealth Management
Florida
$742K -$67.9K -1,282 -8%
JP Morgan Chase
55
JP Morgan Chase
New York
$683K +$85.6K +1,617 +14%
OC
56
Oppenheimer & Co
New York
$609K +$308K +5,812 +96%
SA
57
Sanctuary Advisors
Indiana
$607K -$1.35M -25,581 -69%
SA
58
Sovran Advisors
California
$581K +$605K +11,426 New
SWP
59
Stratos Wealth Partners
Ohio
$578K +$597K +11,273 New
Goldman Sachs
60
Goldman Sachs
New York
$533K +$551K +10,406 New
GSEP
61
Golden State Equity Partners
California
$473K -$107K -2,026 -18%
WCP
62
Wealthcare Capital Partners
Pennsylvania
$464K +$479K +9,054 New
CM
63
Capital Management
Virginia
$461K – – –
KAS
64
Kestra Advisory Services
Texas
$443K +$182K +3,447 +66%
AQR Capital Management
65
AQR Capital Management
Connecticut
$428K +$442K +8,357 New
RAM
66
Redmond Asset Management
Virginia
$351K +$75.7K +1,430 +26%
WH
67
Willner & Heller
California
$348K +$359K +6,791 New
CB
68
Cadence Bank
Mississippi
$332K -$14.8K -279 -4%
ADL
69
Asset Dedication LLC
California
$329K – – –
CFP
70
Cascade Financial Partners
California
$324K – – –
SS
71
Sunbelt Securities
Texas
$320K +$18.5K +350 +6%
RWB
72
RMR Wealth Builders
New Jersey
$319K +$1.85K +35 +0.6%
OWM
73
Opes Wealth Management
California
$300K +$57.2K +1,080 +23%
FHA
74
Flagship Harbor Advisors
Massachusetts
$293K – – –
AC
75
Avant Capital
Louisiana
$287K +$297K +5,604 New
1 2
3
4 5

DGRS Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2024, worth a combined $295M — up 33% from $222M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DGRS positions and 8 closed out — a net gain of 24 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $25.4M. The largest seller was Team Financial Group, cutting an estimated $2.3M.

  • 129 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $295M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2024, up 33% quarter-over-quarter.
  • 32 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2024 and 8 closed out, a net change of +24 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2024 was Lido Advisors, an estimated $25.4M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2024 was Team Financial Group, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2024.