WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
83 hedge funds and large institutions have $117M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
12% more funds holding
Funds holding: 74 → 83 (+9)
0.6% less ownership
Funds ownership: 56.41% → 55.81% (-0.6%)
5% less capital invested
Capital invested by funds: $122M → $117M (-$5.78M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$4.63M |
| 2 |
C
Certuity
North Palm Beach,
Florida
|
+$2.14M |
| 3 |
Morgan Stanley
New York
|
+$1.31M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$961K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$905K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.32M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
-$777K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$519K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$437K |
| 5 |
GT
Glenview Trust
Louisville,
Kentucky
|
-$206K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
76
Glen Eagle Advisors
Kingston,
New Jersey
| $7.94K | – | – | – |
|
|
HI
77
Harbour Investments
Madison,
Wisconsin
| $7K | +$7.42K | +176 | New |
|
|
FRA
78
Front Row Advisors
Tiburon,
California
| $5K | – | – | – |
|
|
NFSG
79
Newbridge Financial Services Group
Boca Raton,
Florida
| $5K | – | – | – |
|
|
RCM
80
Raleigh Capital Management
Cary,
North Carolina
| $5K | +$127 | +3 | +2% |
|
|
APA
81
American Portfolios Advisors
Holbrook,
New York
| $3.97K | -$16.9K | -400 | -80% |
|
|
SBL
82
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
|
TCWM
83
Total Clarity Wealth Management
St. Charles,
Illinois
| $1K | +$548 | +13 | New |
|
|
AWS
84
Atria Wealth Solutions
New York
| – | -$519K | -11,641 | Closed |
|
|
85
HighTower Advisors
Chicago,
Illinois
| – | -$437K | -9,779 | Closed |
|
|
GT
86
Glenview Trust
Louisville,
Kentucky
| – | -$206K | -4,625 | Closed |
|
|
CWM
87
Curi Wealth Management
Raleigh,
North Carolina
| – | -$7K | -176 | Closed |
|
DGRS Hedge Fund Activity: Q2 2022 in Review
83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2022, worth a combined $117M — down 4.7% from $122M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DGRS positions and 4 closed out — a net gain of 10 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $4.63M. The largest seller was UBS Group, cutting an estimated $5.32M.
- 83 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2022, up from 74 in Q1 2022.
- Funds reported $117M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2022, down 4.7% quarter-over-quarter.
- 14 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2022 and 4 closed out, a net change of +10 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2022 was Allworth Financial, an estimated $4.63M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2022 was UBS Group, an estimated $5.32M sold.
Based on aggregated 13F filings for Q2 2022.