WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
DGRS
120 hedge funds and large institutions have $224M 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, 48 increasing their positions, 40 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
24% less capital invested
Capital invested by funds: $295M → $224M (-$71.3M)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
Holders
120
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$4.15M | |
| 2 | +$4.1M | |
| 3 | +$2.34M | |
| 4 |
Two Sigma Investments
New York
|
+$2.31M |
| 5 |
SFG
Stonebridge Financial Group
Wormleysburg,
Pennsylvania
|
+$2.3M |
Top Sellers
| 1 | -$25.4M | |
| 2 | -$11.9M | |
| 3 | -$9.84M | |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$7.22M |
| 5 |
AC
Avestar Capital
New York
|
-$5.57M |