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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

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
Holders
120
Holders Change
-8
Holders Change %
-6.25%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
48
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
Stratos Wealth Partners
Ohio
+$4.15M
2
Bank of America
Bank of America
North Carolina
+$4.1M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.34M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.31M
5
SFG
Stonebridge Financial Group
Pennsylvania
+$2.3M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$25.4M
2
VWM
Venturi Wealth Management
Texas
-$11.9M
3
Lido Advisors
Lido Advisors
California
-$9.84M
4
IAA
Independent Advisor Alliance
North Carolina
-$7.22M
5
AC
Avestar Capital
New York
-$5.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$642K -$362K -7,778 -36%
CWM
52
Collaborative Wealth Management
Florida
$632K -$41.3K -889 -6%
SFM
53
Signet Financial Management
New Jersey
$620K -$126K -2,715 -17%
GSEP
54
Golden State Equity Partners
California
$559K +$130K +2,801 +30%
OC
55
Oppenheimer & Co
New York
$553K -$233 -5 -0%
VF
56
Virtu Financial
New York
$539K +$539K +11,584 New
SA
57
Sovran Advisors
California
$514K +$28.1K +662 +6%
WH
58
Willner & Heller
California
$436K +$120K +2,591 +38%
CM
59
Capital Management
Virginia
$419K – – –
VWM
60
Venturi Wealth Management
Texas
$392K -$11.9M -256,018 -97%
WCP
61
Wealthcare Capital Partners
Pennsylvania
$389K -$32.2K -693 -8%
CIA
62
Concurrent Investment Advisors
Florida
$356K +$356K +7,650 New
AQR Capital Management
63
AQR Capital Management
Connecticut
$351K -$37.6K -809 -10%
SPIA
64
Steward Partners Investment Advisory
New York
$347K +$228K +4,900 +192%
RAM
65
Redmond Asset Management
Virginia
$338K +$19.6K +421 +6%
SS
66
Sunbelt Securities
Texas
$307K +$15.1K +325 +5%
ADL
67
Asset Dedication LLC
California
$299K – – –
OWM
68
Opes Wealth Management
California
$297K +$24.2K +520 +9%
BFA
69
Beacon Financial Advisory
Ohio
$296K +$296K +6,366 New
CFP
70
Cascade Financial Partners
California
$294K – – –
RWB
71
RMR Wealth Builders
New Jersey
$292K +$2.23K +48 +0.8%
AWA
72
Arkadios Wealth Advisors
Georgia
$273K +$273K +5,875 New
FHA
73
Flagship Harbor Advisors
Massachusetts
$266K – – –
AC
74
Avant Capital
Louisiana
$255K -$5.25K -113 -2%
OCM
75
Objective Capital Management
Ohio
$241K +$651 +14 +0.3%
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