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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

125 hedge funds and large institutions have $215M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 125 → 125 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.1% less ownership

Funds ownership: 63.17% → 63.06% (-0.1%)

7% less capital invested

Capital invested by funds: $232M → $215M (-$17.2M)

33% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 52

Holders
125
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
35
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$1.47M
2
CAL
Capital Advisors Ltd
Ohio
+$1.46M
3
Morgan Stanley
Morgan Stanley
New York
+$1.19M
4
UAG
United Advisor Group
Ohio
+$823K
5
MSWA
Marshall & Sterling Wealth Advisors
New York
+$580K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$9.53M
2
SFC
Strategic Financial Concepts
Texas
-$1.68M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.31M
4
EAM
Everstar Asset Management
North Carolina
-$1.11M
5
WDL
Well Done LLC
Michigan
-$858K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$58.1K -$4.95K -100 -8%
AA
102
Ancora Advisors
Ohio
$54.1K – – –
AssetMark Inc
103
AssetMark Inc
California
$49.7K – – –
AWM
104
AE Wealth Management
Kansas
$48.3K -$3.37K -68 -7%
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$30.6K – – –
MWA
106
Medallion Wealth Advisors
Connecticut
$23.3K +$2.97K +60 +15%
PMFA
107
Plante Moran Financial Advisors
Michigan
$21K +$21K +423 New
QA
108
Quattro Advisors
Pennsylvania
$20.7K +$20.7K +417 New
CA
109
CoreCap Advisors
Michigan
$17.6K – – –
GEA
110
Glen Eagle Advisors
New Jersey
$14.8K -$4.95K -100 -25%
AC
111
AlphaCore Capital
California
$13.6K – – –
PTC
112
Private Trust Company
Ohio
$11.5K – – –
PA
113
Parallel Advisors
California
$10.5K -$18.3K -369 -64%
Comerica Bank
114
Comerica Bank
Texas
$9.87K – – –
ACA
115
Aptus Capital Advisors
Alabama
$9.53K – – –
CIAS
116
Capital Investment Advisory Services
North Carolina
$7.34K – – –
EWM
117
Evolution Wealth Management
Florida
$6.05K +$5K +101 +481%
GWM
118
Geneos Wealth Management
Colorado
$4.96K – – –
TCOV
119
Trust Company of Vermont
Vermont
$4.96K +$4.95K +100 New
NA
120
NewEdge Advisors
Louisiana
$3.62K -$198 -4 -5%
SAM
121
Smartleaf Asset Management
Massachusetts
$2.65K – – –
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$2.43K +$2.43K +49 New
C
123
Covestor
United Kingdom
$2K – – –
IAIM
124
International Assets Investment Management
Florida
$992 +$991 +20 New
SWM
125
SHP Wealth Management
Massachusetts
$695 +$694 +14 New
2 3 4
5
6

DGRS Hedge Fund Activity: Q4 2025 in Review

125 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2025, worth a combined $215M — down 7.4% from $232M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DGRS positions and 14 closed out — a net gain of 1 holder — while 35 added to existing stakes and 52 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $1.47M. The largest seller was Bank of America, cutting an estimated $9.53M.

  • 125 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $215M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2025, down 7.4% quarter-over-quarter.
  • 15 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2025 and 14 closed out, a net change of +1 holder.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2025 was Modern Wealth Management, an estimated $1.47M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2025 was Bank of America, an estimated $9.53M sold.

Based on aggregated 13F filings for Q4 2025.