WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
74 hedge funds and large institutions have $122M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 3 closing their positions.
169% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 13
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
2.84% more ownership
Funds ownership: 53.56% → 56.41% (+2.8%)
3% more capital invested
Capital invested by funds: $118M → $122M (+$3.92M)
0% more funds holding
Funds holding: 74 → 74 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$10.2M |
| 2 |
Morgan Stanley
New York
|
+$3.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.72M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$864K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$891K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$528K |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
-$402K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$246K |
| 5 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$142K |
DGRS Hedge Fund Activity: Q1 2022 in Review
74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2022, worth a combined $122M — up 3.3% from $118M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DGRS positions and 3 closed out — a net gain of 3 holders — while 35 added to existing stakes and 13 trimmed.
The largest buyer was Private Wealth Strategies, adding an estimated $10.2M. The largest seller was William Blair & Company, cutting an estimated $891K.
- 74 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $122M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2022, up 3.3% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2022 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2022 was Private Wealth Strategies, an estimated $10.2M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2022 was William Blair & Company, an estimated $891K sold.
Based on aggregated 13F filings for Q1 2022.