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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

119 hedge funds and large institutions have $221M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
52
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
$19.1M
2
IAA
Independent Advisor Alliance
North Carolina
$2.16M
3
LPL Financial
LPL Financial
California
$29.3M
4
VAS
Vestmark Advisory Solutions
Massachusetts
$1.91M
5
CAP
Columbia Advisory Partners
Washington
$3.62M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$4.22M
2
Morgan Stanley
Morgan Stanley
New York
$19.9M
3
MA
MAS Advisors
Florida
$968K
4
Two Sigma Investments
Two Sigma Investments
New York
$1.92M
5
JGCM
Joseph Group Capital Management
Ohio
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$611K -$250K -5,364 -29%
SA
52
Sovran Advisors
California
$592K +$5.63K +116 +1%
CWM
53
Collaborative Wealth Management
Florida
$564K -$68.6K -1,474 -11%
GSEP
54
Golden State Equity Partners
California
$560K +$605 +13 +0.1%
OC
55
Oppenheimer & Co
New York
$548K -$4.93K -106 -0.9%
AA
56
Armis Advisers
Georgia
$533K -$121K -2,595 -18%
MWM
57
Modern Wealth Management
Kansas
$522K +$522K +11,219 New
SFM
58
Signet Financial Management
New Jersey
$452K -$168K -3,613 -27%
WH
59
Willner & Heller
California
$449K +$11.9K +255 +3%
VWM
60
Venturi Wealth Management
Texas
$427K +$34.7K +745 +9%
CM
61
Capital Management
Virginia
$419K – – –
WCP
62
Wealthcare Capital Partners
Pennsylvania
$393K +$3.72K +80 +1%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$383K +$164K +3,515 +75%
KAS
64
Kestra Advisory Services
Texas
$370K +$131K +2,807 +55%
JGCM
65
Joseph Group Capital Management
Ohio
$364K -$1.05M -22,634 -74%
OWM
66
Opes Wealth Management
California
$350K +$52.4K +1,125 +18%
SPIA
67
Steward Partners Investment Advisory
New York
$347K – – –
RAM
68
Redmond Asset Management
Virginia
$345K +$6.14K +132 +2%
SS
69
Sunbelt Securities
Texas
$321K -$16.7K -325 -5%
RWB
70
RMR Wealth Builders
New Jersey
$321K +$28.4K +611 +10%
ADL
71
Asset Dedication LLC
California
$299K – – –
AQR Capital Management
72
AQR Capital Management
Connecticut
$296K -$55.3K -1,189 -16%
CFP
73
Cascade Financial Partners
California
$295K – – –
AWA
74
Arkadios Wealth Advisors
Georgia
$287K +$14K +300 +5%
FHA
75
Flagship Harbor Advisors
Massachusetts
$267K – – –
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3
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