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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

125 hedge funds and large institutions have $232M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more funds holding

Funds holding: 121 → 125 (+4)

1.31% more ownership

Funds ownership: 61.86% → 63.17% (+1.3%)

4% more capital invested

Capital invested by funds: $222M → $232M (+$9.54M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
35
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$1.75M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
3
SF
Summit Financial
New Jersey
+$734K
4
UAG
United Advisor Group
Ohio
+$700K
5
SFC
Strategic Financial Concepts
Texas
+$695K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.78M
2
SWP
Stratos Wealth Partners
Ohio
-$2.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$960K
4
ARC
Advisor Resource Council
Texas
-$839K
5
Two Sigma Investments
Two Sigma Investments
New York
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$80.7K -$16.9K -342 -17%
NS
102
NBC Securities
Alabama
$76.8K -$346 -7 -0.5%
GSWM
103
Golden State Wealth Management
California
$69.6K +$99 +2 +0.1%
William Blair & Company
104
William Blair & Company
Illinois
$63.5K – – –
RFP
105
Root Financial Partners
California
$63K +$62.3K +1,260 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$59.4K – – –
AA
107
Ancora Advisors
Ohio
$54.5K – – –
AWM
108
AE Wealth Management
Kansas
$52K +$741 +15 +1%
AssetMark Inc
109
AssetMark Inc
California
$50.1K – – –
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$30.8K – – –
PA
111
Parallel Advisors
California
$29K – – –
MWA
112
Medallion Wealth Advisors
Connecticut
$20.4K – – –
GEA
113
Glen Eagle Advisors
New Jersey
$19.9K +$99 +2 +0.5%
CA
114
CoreCap Advisors
Michigan
$17.7K – – –
AC
115
AlphaCore Capital
California
$13.7K – – –
PTC
116
Private Trust Company
Ohio
$11.5K -$38.6K -782 -77%
Comerica Bank
117
Comerica Bank
Texas
$9.95K +$9.83K +199 New
ACA
118
Aptus Capital Advisors
Alabama
$9.6K – – –
CIAS
119
Capital Investment Advisory Services
North Carolina
$7.4K +$7.31K +148 New
GWM
120
Geneos Wealth Management
Colorado
$5K – – –
MSG
121
Main Street Group
Virginia
$4.24K – – –
NA
122
NewEdge Advisors
Louisiana
$3.85K – – –
SAM
123
Smartleaf Asset Management
Massachusetts
$2.64K – – –
C
124
Covestor
United Kingdom
$2K – – –
EWM
125
Evolution Wealth Management
Florida
$1.05K +$1.04K +21 New
2 3 4
5
6

DGRS Hedge Fund Activity: Q3 2025 in Review

125 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2025, worth a combined $232M — up 4.3% from $222M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DGRS positions and 8 closed out — a net gain of 5 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $1.75M. The largest seller was LPL Financial, cutting an estimated $3.78M.

  • 125 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $232M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2025 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2025 was Modern Wealth Management, an estimated $1.75M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2025 was LPL Financial, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2025.