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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

125 hedge funds and large institutions have $232M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more funds holding

Funds holding: 121 → 125 (+4)

1.31% more ownership

Funds ownership: 61.86% → 63.17% (+1.3%)

4% more capital invested

Capital invested by funds: $222M → $232M (+$9.54M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% 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
13
Increased
35
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$1.75M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
3
SF
Summit Financial
New Jersey
+$734K
4
UAG
United Advisor Group
Ohio
+$700K
5
SFC
Strategic Financial Concepts
Texas
+$695K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.78M
2
SWP
Stratos Wealth Partners
Ohio
-$2.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$960K
4
ARC
Advisor Resource Council
Texas
-$839K
5
Two Sigma Investments
Two Sigma Investments
New York
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
51
Golden State Equity Partners
California
$633K +$31K +627 +5%
SA
52
Sovran Advisors
California
$619K +$24K +485 +4%
VF
53
Virtu Financial
New York
$586K +$579K +11,725 New
HIA
54
Harbor Investment Advisory
Maryland
$585K -$110K -2,231 -16%
TFG
55
Team Financial Group
California
$585K -$91K -1,841 -14%
OC
56
Oppenheimer & Co
New York
$562K -$26.2K -531 -5%
CWM
57
Collaborative Wealth Management
Florida
$532K -$72.4K -1,465 -12%
SA
58
Sanctuary Advisors
Indiana
$496K -$72.1K -1,459 -13%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$483K +$71.4K +1,445 +18%
VWM
60
Venturi Wealth Management
Texas
$459K – – –
SFM
61
Signet Financial Management
New Jersey
$451K -$34.2K -693 -7%
CM
62
Capital Management
Virginia
$450K – – –
WCP
63
Wealthcare Capital Partners
Pennsylvania
$425K +$2.96K +60 +0.7%
OWM
64
Opes Wealth Management
California
$407K +$31.5K +638 +8%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$399K -$960K -19,430 -71%
JGCM
66
Joseph Group Capital Management
Ohio
$385K -$5.83K -118 -2%
SPIA
67
Steward Partners Investment Advisory
New York
$369K -$3.71K -75 -1%
RAM
68
Redmond Asset Management
Virginia
$364K -$6.23K -126 -2%
AWA
69
Arkadios Wealth Advisors
Georgia
$361K +$52.2K +1,057 +17%
RWB
70
RMR Wealth Builders
New Jersey
$343K -$1.58K -32 -0.5%
ADL
71
Asset Dedication LLC
California
$321K – – –
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$321K +$317K +6,422 New
CFP
73
Cascade Financial Partners
California
$316K – – –
Bessemer Group
74
Bessemer Group
New Jersey
$314K +$310K +6,276 New
WH
75
Willner & Heller
California
$310K -$170K -3,436 -36%
1 2
3
4 5

DGRS Hedge Fund Activity: Q3 2025 in Review

125 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2025, worth a combined $232M — up 4.3% from $222M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DGRS positions and 8 closed out — a net gain of 5 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $1.75M. The largest seller was LPL Financial, cutting an estimated $3.78M.

  • 125 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $232M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2025 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2025 was Modern Wealth Management, an estimated $1.75M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2025 was LPL Financial, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2025.