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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

122 hedge funds and large institutions have $225M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4.48% less ownership

Funds ownership: 63.71% → 59.23% (-4.5%)

5% less funds holding

Funds holding: 129 → 122 (-7)

24% less capital invested

Capital invested by funds: $295M → $225M (-$70.1M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
49
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$4.44M
2
Bank of America
Bank of America
North Carolina
+$4.39M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.51M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.47M
5
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$25.4M
2
VWM
Venturi Wealth Management
Texas
-$12.7M
3
Lido Advisors
Lido Advisors
California
-$10.5M
4
IAA
Independent Advisor Alliance
North Carolina
-$7.22M
5
AC
Avestar Capital
New York
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$642K -$387K -7,778 -36%
CWM
52
Collaborative Wealth Management
Florida
$632K -$44.2K -889 -6%
SFM
53
Signet Financial Management
New Jersey
$620K -$135K -2,715 -17%
SA
54
Sanctuary Advisors
Indiana
$563K +$22.8K +458 +4%
GSEP
55
Golden State Equity Partners
California
$559K +$139K +2,801 +30%
OC
56
Oppenheimer & Co
New York
$553K -$249 -5 -0%
VF
57
Virtu Financial
New York
$539K +$577K +11,584 New
SA
58
Sovran Advisors
California
$514K +$32.9K +662 +6%
WH
59
Willner & Heller
California
$436K +$129K +2,591 +38%
CM
60
Capital Management
Virginia
$419K – – –
VWM
61
Venturi Wealth Management
Texas
$392K -$12.7M -256,018 -97%
WCP
62
Wealthcare Capital Partners
Pennsylvania
$389K -$34.5K -693 -8%
CIA
63
Concurrent Investment Advisors
Florida
$356K +$381K +7,650 New
AQR Capital Management
64
AQR Capital Management
Connecticut
$351K -$40.3K -809 -10%
SPIA
65
Steward Partners Investment Advisory
New York
$347K +$244K +4,900 +192%
RAM
66
Redmond Asset Management
Virginia
$338K +$21K +421 +6%
SS
67
Sunbelt Securities
Texas
$307K +$16.2K +325 +5%
ADL
68
Asset Dedication LLC
California
$299K – – –
OWM
69
Opes Wealth Management
California
$297K +$25.9K +520 +9%
BFA
70
Beacon Financial Advisory
Ohio
$296K +$317K +6,366 New
CFP
71
Cascade Financial Partners
California
$294K – – –
RWB
72
RMR Wealth Builders
New Jersey
$292K +$2.39K +48 +0.8%
AWA
73
Arkadios Wealth Advisors
Georgia
$273K +$292K +5,875 New
FHA
74
Flagship Harbor Advisors
Massachusetts
$266K – – –
AC
75
Avant Capital
Louisiana
$255K -$5.62K -113 -2%
1 2
3
4 5

DGRS Hedge Fund Activity: Q1 2025 in Review

122 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2025, worth a combined $225M — down 24% from $295M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of DGRS and 12 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 49 added.

The largest buyer was Stratos Wealth Partners, adding an estimated $4.44M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $25.4M sold.

  • 122 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2025, down from 129 in Q4 2024.
  • Funds reported $225M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2025, down 24% quarter-over-quarter.
  • 12 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2025 and 17 closed out, a net change of -5 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2025 was Stratos Wealth Partners, an estimated $4.44M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2025 was Hennion & Walsh Asset Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2025.