WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
DGRS
102 hedge funds and large institutions have $217M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 34
Holders
102
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$10.6M | |
| 2 | +$5.1M | |
| 3 | +$3M | |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$2.91M |
| 5 |
PJWM
Philip James Wealth Mangement
Milton,
Georgia
|
+$2.8M |
Top Sellers
| 1 | -$2.13M | |
| 2 | -$1.83M | |
| 3 | -$1.57M | |
| 4 |
TFG
Team Financial Group
Temecula,
California
|
-$854K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$480K |