DGRS icon

WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

96 hedge funds and large institutions have $203M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
27
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
1
Founders Financial Alliance
North Carolina
$4.7M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$23.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.83M
4
UAG
4
United Advisor Group
Ohio
$1.91M
5
LPL Financial
5
LPL Financial
California
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.56M
3
SWP
3
Stratos Wealth Partners
Ohio
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.41M
5
TFG
5
Team Financial Group
California
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
101
Two Sigma Investments
New York
– -$441K -9,300 Closed
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
– -$425K -8,951 Closed
OP
103
ORG Partners
Indiana
– -$144K -3,043 Closed
ASN
104
Advisory Services Network
Georgia
– -$7.33K -155 Closed
1 2 3 4
5