WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
79 hedge funds and large institutions have $100M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 10 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.02% less ownership
Funds ownership: 55.81% → 52.79% (-3%)
5% less funds holding
Funds holding: 83 → 79 (-4)
14% less capital invested
Capital invested by funds: $117M → $100M (-$16.3M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.2M |
| 2 |
LCM
LVM Capital Management
Portage,
Michigan
|
+$713K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$469K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$391K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$355K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.99M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.58M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.33M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$747K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$724K |
DGRS Hedge Fund Activity: Q3 2022 in Review
79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2022, worth a combined $100M — down 14% from $117M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DGRS and 6 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 30 added.
The largest buyer was Envestnet Asset Management, adding an estimated $1.2M. The largest seller was Morgan Stanley, cutting an estimated $3.99M.
- 79 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2022, down from 83 in Q2 2022.
- Funds reported $100M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2022, down 14% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2022 and 10 closed out, a net change of -4 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $1.2M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2022 was Morgan Stanley, an estimated $3.99M sold.
Based on aggregated 13F filings for Q3 2022.