WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
102 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.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $203M → $217M (+$14.7M)
6% more funds holding
Funds holding: 96 → 102 (+6)
1.83% more ownership
Funds ownership: 58.32% → 60.15% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.18M |
| 3 |
Jane Street
New York
|
+$3.05M |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$2.96M |
| 5 |
PJWM
Philip James Wealth Mangement
Milton,
Georgia
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.16M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.86M |
| 3 |
Morgan Stanley
New York
|
-$1.6M |
| 4 |
TFG
Team Financial Group
Temecula,
California
|
-$867K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$487K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARC
101
Advisor Resource Council
Dallas,
Texas
| $579 | +$167K | +3,489 | +40% |
|
102
Wells Fargo
San Francisco,
California
| $67 | -$63.4K | -1,326 | -100% |
|
|
PAS
103
Park Avenue Securities
New York
| – | -$243K | -4,902 | Closed |
|
|
SI
104
Saxon Interests
Houston,
Texas
| – | -$234K | -4,715 | Closed |
|
|
GWP
105
Gateway Wealth Partners
Appleton,
Wisconsin
| – | -$211K | -4,253 | Closed |
|
|
TCFP
106
Treasure Coast Financial Planning
Vero Beach,
Florida
| – | -$203K | -4,084 | Closed |
|
|
IPW
107
Impact Partnership Wealth
Marietta,
Georgia
| – | -$8.24K | -166 | Closed |
|
DGRS Hedge Fund Activity: Q2 2024 in Review
102 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2024, worth a combined $217M — up 7.3% from $203M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DGRS positions and 5 closed out — a net gain of 9 holders — while 32 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.8M. The largest seller was Royal Bank of Canada, cutting an estimated $2.16M.
- 102 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2024, up from 96 in Q1 2024.
- Funds reported $217M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2024, up 7.3% quarter-over-quarter.
- 14 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2024 and 5 closed out, a net change of +9 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2024 was LPL Financial, an estimated $10.8M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2024 was Royal Bank of Canada, an estimated $2.16M sold.
Based on aggregated 13F filings for Q2 2024.