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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

101 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.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
32
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6M
3
Jane Street
3
Jane Street
New York
$3M
4
IA
4
IFG Advisory
Georgia
$2.91M
5
PJWM
5
Philip James Wealth Mangement
Georgia
$2.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.51M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.8M
4
TFG
4
Team Financial Group
California
$5.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$67 -$88.8K -1,326 -100%
PAS
102
Park Avenue Securities
New York
– -$243K -4,902 Closed
SI
103
Saxon Interests
Texas
– -$234K -4,715 Closed
GWP
104
Gateway Wealth Partners
Wisconsin
– -$211K -4,253 Closed
TCFP
105
Treasure Coast Financial Planning
Florida
– -$203K -4,084 Closed
IPW
106
Impact Partnership Wealth
Georgia
– -$8.24K -166 Closed
HNB
107
Huntington National Bank
Ohio
– -$43.6K – –
1 2 3 4
5