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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

108 hedge funds and large institutions have $222M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
39
Reduced
32
Closed
9
Calls
$5K
Puts
$155K
Net Calls
-$150K
Net Calls Change
-$150K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.58M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.2M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.66M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.15M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.8M
3
TFG
3
Team Financial Group
California
$5.08M
4
MLA
4
My Legacy Advisors
Oregon
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
SI
76
Saxon Interests
Texas
$213K 4,125 +4,125 New
TCFP
77
Treasure Coast Financial Planning
Florida
$210K 4,084 +4,084 New
PFBT
78
Parkside Financial Bank & Trust
Missouri
$206K 4,000 +4,000 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$170K 3,300 – –
GRP
80
Global Retirement Partners
California
$157K 3,040 -14 -0.5%
CFD
81
Creative Financial Designs
Indiana
$146K 2,838 -1,673 -37%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$141K 2,741 +141 +5%
CAL
83
Capital Advisors Ltd
Ohio
$134K 2,600 – –
SPIA
84
Steward Partners Investment Advisory
New York
$132K 2,555 – –
AA
85
Ancora Advisors
Ohio
$56.2K 1,091 – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$53.5K 1,039 +96 +10%
SAM
87
S.A. Mason
Michigan
$50.2K 975 – –
Belvedere Trading
88
Belvedere Trading
Illinois
$48.8K 947 +947 New
Jones Financial Companies
89
Jones Financial Companies
Missouri
$45.5K 885 +136 +18%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$37.7K 732 -1,023 -58%
IWP
91
IAG Wealth Partners
Wisconsin
$33.9K 658 – –
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$33.5K 649 -658 -50%
PA
93
Parallel Advisors
California
$32.3K 627 – –
CA
94
CoreCap Advisors
Michigan
$18.2K 354 – –
CAS
95
Coppell Advisory Solutions
Texas
$14.8K 300 +300 New
GWM
96
Geneos Wealth Management
Colorado
$11.6K 225 – –
BCMLT
97
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.5K 203 – –
GEA
98
Glen Eagle Advisors
New Jersey
$10.4K 202 +1 +0.5%
ACA
99
Aptus Capital Advisors
Alabama
$9.89K 192 – –
GWANC
100
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.89K 192 – –
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