WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
108 hedge funds and large institutions have $222M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
22% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 32
6% more funds holding
Funds holding: 102 → 108 (+6)
2% more capital invested
Capital invested by funds: $217M → $222M (+$5.12M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6.72% less ownership
Funds ownership: 60.15% → 53.43% (-6.7%)
97% less call options, than puts
Call options by funds: $5K | Put options by funds: $155K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.83M |
| 2 |
Morgan Stanley
New York
|
+$1.68M |
| 3 |
Rockefeller Capital Management
New York
|
+$1.6M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.53M |
| 5 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2M |
| 3 |
TFG
Team Financial Group
Temecula,
California
|
-$1.05M |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$743K |
| 5 |
JP Morgan Chase
New York
|
-$412K |
DGRS Hedge Fund Activity: Q3 2024 in Review
108 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2024, worth a combined $222M — up 2.4% from $217M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DGRS positions and 9 closed out — a net gain of 8 holders — while 39 added to existing stakes and 32 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.83M. The largest seller was Jane Street, exiting entirely with an estimated $3M sold.
- 108 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2024, up from 102 in Q2 2024.
- Funds reported $222M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2024, up 2.4% quarter-over-quarter.
- 17 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2024 and 9 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2024 was Royal Bank of Canada, an estimated $2.83M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2024 was Jane Street, an estimated $3M sold.
Based on aggregated 13F filings for Q3 2024.