WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
74 hedge funds and large institutions have $118M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
16% more capital invested
Capital invested by funds: $102M → $118M (+$16.4M)
10% more funds holding
Funds holding: 67 → 74 (+7)
1.16% more ownership
Funds ownership: 52.4% → 53.56% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$9.98M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.09M |
| 3 |
Morgan Stanley
New York
|
+$1.29M |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$471K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.67M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.34M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
-$1.02M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$560K |
DGRS Hedge Fund Activity: Q4 2021 in Review
74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2021, worth a combined $118M — up 16% from $102M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DGRS positions and 4 closed out — a net gain of 8 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $9.98M. The largest seller was Bank of America, cutting an estimated $3.67M.
- 74 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2021, up from 67 in Q3 2021.
- Funds reported $118M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2021, up 16% quarter-over-quarter.
- 12 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2021 and 4 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2021 was Venturi Wealth Management, an estimated $9.98M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2021 was Bank of America, an estimated $3.67M sold.
Based on aggregated 13F filings for Q4 2021.