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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

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.

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
25
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$10.2M
2
LPL Financial
2
LPL Financial
California
$7.15M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.8M
4
PWS
4
Private Wealth Strategies
Ohio
$11.2M
5
RJA
5
Raymond James & Associates
Florida
$5.68M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.77M
2
UBS Group
2
UBS Group
Switzerland
$19.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
LW
4
Linscomb Wealth
Texas
$10.8M
5
PAG
5
Private Advisor Group
New Jersey
$734K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
– – -5,484 Closed
GRP
77
Global Retirement Partners
California
– – -2,425 Closed
AWA
78
Arkadios Wealth Advisors
Georgia
– – -637 Closed
CFGS
79
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4