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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

125 hedge funds and large institutions have $232M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more funds holding

Funds holding: 121 → 125 (+4)

1.31% more ownership

Funds ownership: 61.86% → 63.17% (+1.3%)

4% more capital invested

Capital invested by funds: $222M → $232M (+$9.54M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
35
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$1.75M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
3
SF
Summit Financial
New Jersey
+$734K
4
UAG
United Advisor Group
Ohio
+$700K
5
SFC
Strategic Financial Concepts
Texas
+$695K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.78M
2
SWP
Stratos Wealth Partners
Ohio
-$2.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$960K
4
ARC
Advisor Resource Council
Texas
-$839K
5
Two Sigma Investments
Two Sigma Investments
New York
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
76
Jones Financial Companies
Missouri
$301K +$57.9K +1,171 +24%
KAS
77
Kestra Advisory Services
Texas
$296K -$100K -2,033 -26%
FHA
78
Flagship Harbor Advisors
Massachusetts
$286K – – –
Stifel Financial
79
Stifel Financial
Missouri
$260K +$22.8K +461 +10%
AI
80
Atria Investments
North Carolina
$258K +$255K +5,154 New
AC
81
Avant Capital
Louisiana
$250K -$4.1K -83 -2%
CPIG
82
Chicago Partners Investment Group
Illinois
$247K +$889 +18 +0.4%
QP
83
Quartz Partners
New York
$243K +$4.3K +87 +2%
BFA
84
Beacon Financial Advisory
Ohio
$241K -$25.5K -516 -10%
CB
85
Cadence Bank
Mississippi
$230K -$296 -6 -0.1%
AQR Capital Management
86
AQR Capital Management
Connecticut
$229K -$87.7K -1,774 -28%
CSP
87
Cary Street Partners
Virginia
$225K – – –
PAS
88
Park Avenue Securities
New York
$213K +$211K +4,268 New
Wells Fargo
89
Wells Fargo
California
$211K +$200K +4,040 +2,196%
Truist Financial
90
Truist Financial
North Carolina
$210K +$208K +4,208 New
RFG
91
REAP Financial Group
Texas
$199K +$1.78K +36 +0.9%
SS
92
Sunbelt Securities
Texas
$191K -$121K -2,455 -39%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$165K – – –
CF
94
Centaurus Financial
California
$159K +$1.14K +23 +0.7%
GRP
95
Global Retirement Partners
California
$152K +$445 +9 +0.3%
OP
96
ORG Partners
Indiana
$138K -$7.02K -142 -5%
CAL
97
Capital Advisors Ltd
Ohio
$130K – – –
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$130K – – –
SS
99
SBI Securities
Japan
$112K +$2.03K +41 +2%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$107K +$296 +6 +0.3%
2 3
4
5 6

DGRS Hedge Fund Activity: Q3 2025 in Review

125 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2025, worth a combined $232M — up 4.3% from $222M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DGRS positions and 8 closed out — a net gain of 5 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $1.75M. The largest seller was LPL Financial, cutting an estimated $3.78M.

  • 125 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $232M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2025 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2025 was Modern Wealth Management, an estimated $1.75M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2025 was LPL Financial, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2025.