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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

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.

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
35
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$20.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
RJA
3
Raymond James & Associates
Florida
$7.02M
4
VWM
4
Venturi Wealth Management
Texas
$10.4M
5
AWM
5
AE Wealth Management
Kansas
$693K

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$192K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
LW
3
Linscomb Wealth
Texas
$9.7M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
– -$246K -5,168 Closed
AWA
77
Amplius Wealth Advisors
Pennsylvania
– -$142K -3,000 Closed
1 2 3
4