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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.47M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.08M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.74M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$1.11M |
| 5 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
+$890K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.7M |
| 2 |
Morgan Stanley
New York
|
-$1.66M |
| 3 |
MA
MAS Advisors
Miami,
Florida
|
-$1.34M |
| 4 |
Two Sigma Investments
New York
|
-$1.23M |
| 5 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWP
126
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$49.6K | -1,066 | Closed |
|
|
RF
127
Roxbury Financial
Mount Arlington,
New Jersey
| – | -$13K | -263 | Closed |
|
128
US Bancorp
Minneapolis,
Minnesota
| – | -$2.14K | -46 | Closed |
|
|
NP
129
NorthRock Partners
Minneapolis,
Minnesota
| – | -$1.72K | -37 | Closed |
|
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.