WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
68 hedge funds and large institutions have $99.1M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
51% more capital invested
Capital invested by funds: $65.6M → $99.1M (+$33.5M)
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
13% more funds holding
Funds holding: 60 → 68 (+8)
6% more ownership
Funds ownership: 46.86% → 52.86% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.33M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.13M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.62M |
| 4 |
Morgan Stanley
New York
|
+$2.39M |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.63M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
-$576K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$310K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$232K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$230K |
DGRS Hedge Fund Activity: Q1 2021 in Review
68 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2021, worth a combined $99.1M — up 51% from $65.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DGRS positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was UBS Group, adding an estimated $9.33M. The largest seller was Mutual Advisors, exiting entirely with an estimated $1.63M sold.
- 68 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2021, up from 60 in Q4 2020.
- Funds reported $99.1M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2021, up 51% quarter-over-quarter.
- 12 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2021 and 4 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2021 was UBS Group, an estimated $9.33M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2021 was Mutual Advisors, an estimated $1.63M sold.
Based on aggregated 13F filings for Q1 2021.