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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 %
US Bancorp
126
US Bancorp
Minnesota
– -$2.14K -46 Closed
NP
127
NorthRock Partners
Minnesota
– -$1.72K -37 Closed
2 3 4 5
6