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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

121 hedge funds and large institutions have $222M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

2.63% more ownership

Funds ownership: 59.23% → 61.86% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 122 → 121 (-1)

1% less capital invested

Capital invested by funds: $225M → $222M (-$2.85M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
51
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.47M
2
IAA
Independent Advisor Alliance
North Carolina
+$2.08M
3
LPL Financial
LPL Financial
California
+$1.74M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$1.11M
5
CAP
Columbia Advisory Partners
Washington
+$890K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$10.7M
2
Morgan Stanley
Morgan Stanley
New York
-$1.66M
3
MA
MAS Advisors
Florida
-$1.34M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.23M
5
JGCM
Joseph Group Capital Management
Ohio
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
AE Wealth Management
Kansas
$47.8K -$131K -2,922 -74%
PTC
102
Private Trust Company
Ohio
$47.2K – – –
AssetMark Inc
103
AssetMark Inc
California
$46.6K +$45K +1,002 New
SAM
104
S.A. Mason
Michigan
$46.1K – – –
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$28.7K – – –
PA
106
Parallel Advisors
California
$27K – – –
MWA
107
Medallion Wealth Advisors
Connecticut
$19.6K – – –
GEA
108
Glen Eagle Advisors
New Jersey
$18.4K +$90 +2 +0.5%
CA
109
CoreCap Advisors
Michigan
$16.5K – – –
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K – – –
AC
111
AlphaCore Capital
California
$12.8K +$12.4K +275 New
BCMLT
112
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.45K – – –
ACA
113
Aptus Capital Advisors
Alabama
$8.94K – – –
GWANC
114
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.94K – – –
Wells Fargo
115
Wells Fargo
California
$8.56K – – –
T
116
Transce3nd
Texas
$6.66K – – –
GWM
117
Geneos Wealth Management
Colorado
$4.66K -$4.5K -100 -50%
MSG
118
Main Street Group
Virginia
$3.95K -$1.12K -25 -23%
NA
119
NewEdge Advisors
Louisiana
$3.58K – – –
SAM
120
Smartleaf Asset Management
Massachusetts
$2.48K – – –
C
121
Covestor
United Kingdom
$2K – – –
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
– -$1,000K -21,494 Closed
VF
123
Virtu Financial
New York
– -$539K -11,584 Closed
OCM
124
Objective Capital Management
Ohio
– -$241K -5,178 Closed
PAS
125
Park Avenue Securities
New York
– -$231K -4,976 Closed
2 3 4
5
6

DGRS Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2025, worth a combined $222M — down 1.3% from $225M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DGRS and 7 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 51 added.

The largest buyer was Raymond James Financial, adding an estimated $2.47M. The largest seller was UBS Group, cutting an estimated $10.7M.

  • 121 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2025, down from 122 in Q1 2025.
  • Funds reported $222M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2025 and 8 closed out, a net change of -1 holder.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2025 was Raymond James Financial, an estimated $2.47M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2025 was UBS Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.