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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

119 hedge funds and large institutions have $221M 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, 52 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
52
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
$19.1M
2
IAA
Independent Advisor Alliance
North Carolina
$2.16M
3
LPL Financial
LPL Financial
California
$29.3M
4
VAS
Vestmark Advisory Solutions
Massachusetts
$1.91M
5
CAP
Columbia Advisory Partners
Washington
$3.62M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$4.22M
2
Morgan Stanley
Morgan Stanley
New York
$19.9M
3
MA
MAS Advisors
Florida
$968K
4
Two Sigma Investments
Two Sigma Investments
New York
$1.92M
5
JGCM
Joseph Group Capital Management
Ohio
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
101
Private Trust Company
Ohio
$47.2K – – –
AssetMark Inc
102
AssetMark Inc
California
$46.6K +$46.6K +1,002 New
SAM
103
S.A. Mason
Michigan
$46.1K – – –
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$28.7K – – –
PA
105
Parallel Advisors
California
$27K – – –
GEA
106
Glen Eagle Advisors
New Jersey
$18.4K +$93 +2 +0.5%
CA
107
CoreCap Advisors
Michigan
$16.5K – – –
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K – – –
AC
109
AlphaCore Capital
California
$12.8K +$12.8K +275 New
BCMLT
110
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.45K – – –
GWANC
111
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.94K – – –
ACA
112
Aptus Capital Advisors
Alabama
$8.94K – – –
Wells Fargo
113
Wells Fargo
California
$8.56K – – –
T
114
Transce3nd
Texas
$6.66K – – –
GWM
115
Geneos Wealth Management
Colorado
$4.66K -$4.66K -100 -50%
MSG
116
Main Street Group
Virginia
$3.95K -$1.16K -25 -23%
NA
117
NewEdge Advisors
Louisiana
$3.58K – – –
SAM
118
Smartleaf Asset Management
Massachusetts
$2.48K – – –
C
119
Covestor
United Kingdom
$2K – – –
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
– -$1,000K -21,494 Closed
VF
121
Virtu Financial
New York
– -$539K -11,584 Closed
OCM
122
Objective Capital Management
Ohio
– -$241K -5,178 Closed
PAS
123
Park Avenue Securities
New York
– -$231K -4,976 Closed
IWP
124
IAG Wealth Partners
Wisconsin
– -$49.6K -1,066 Closed
RF
125
Roxbury Financial
New Jersey
– -$13K -263 Closed
2 3 4
5
6