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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

129 hedge funds and large institutions have $295M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

33% more capital invested

Capital invested by funds: $222M → $295M (+$73M)

19% more funds holding

Funds holding: 108 → 129 (+21)

10.27% more ownership

Funds ownership: 53.43% → 63.71% (+10%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
129
Holders Change
+21
Holders Change %
+19.44%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
47
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$25.4M
2
Bank of America
Bank of America
North Carolina
+$9.68M
3
IAA
Independent Advisor Alliance
North Carolina
+$7.46M
4
AC
Avestar Capital
New York
+$5.75M
5
LPL Financial
LPL Financial
California
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
TFG
Team Financial Group
California
-$2.3M
2
BWP
Baldwin Wealth Partners
Massachusetts
-$1.4M
3
SA
Sanctuary Advisors
Indiana
-$1.35M
4
WWM
Western Wealth Management
Colorado
-$1.08M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$280K – – –
RFG
77
REAP Financial Group
Texas
$270K -$46.3K -874 -14%
Jane Street
78
Jane Street
New York
$268K +$277K +5,238 New
CPIG
79
Chicago Partners Investment Group
Illinois
$265K -$2.91K -55 -1%
OCM
80
Objective Capital Management
Ohio
$265K +$8.68K +164 +3%
PAS
81
Park Avenue Securities
New York
$261K +$270K +5,100 New
QP
82
Quartz Partners
New York
$242K -$146K -2,761 -37%
Stifel Financial
83
Stifel Financial
Missouri
$241K +$18.3K +346 +8%
Citadel Advisors
84
Citadel Advisors
Florida
$240K +$248K +4,685 New
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$10.7K -203 -4%
SAF
86
Smith Anglin Financial
Texas
$228K +$236K +4,453 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$217K -$123K -2,326 -35%
AAS
88
Avantax Advisory Services
Texas
$217K +$159 +3 +0.1%
TCFP
89
Treasure Coast Financial Planning
Florida
$209K – – –
QCM
90
Quantinno Capital Management
New York
$207K +$214K +4,046 New
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$207K +$214K +4,038 New
IWC
92
Integrated Wealth Concepts
Massachusetts
$206K +$213K +4,024 New
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$172K +$32.7K +618 +23%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$169K – – –
GRP
95
Global Retirement Partners
California
$156K – – –
PFBT
96
Parkside Financial Bank & Trust
Missouri
$154K -$52.9K -1,000 -25%
CFD
97
Creative Financial Designs
Indiana
$145K -$53 -1 -0%
CAL
98
Capital Advisors Ltd
Ohio
$133K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$131K – – –
SS
100
SBI Securities
Japan
$108K +$112K +2,117 New
2 3
4
5 6

DGRS Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2024, worth a combined $295M — up 33% from $222M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DGRS positions and 8 closed out — a net gain of 24 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $25.4M. The largest seller was Team Financial Group, cutting an estimated $2.3M.

  • 129 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $295M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2024, up 33% quarter-over-quarter.
  • 32 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2024 and 8 closed out, a net change of +24 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2024 was Lido Advisors, an estimated $25.4M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2024 was Team Financial Group, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2024.