WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
68 hedge funds and large institutions have $107M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 5 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $99.1M → $107M (+$8.37M)
0.38% more ownership
Funds ownership: 52.86% → 53.24% (+0.38%)
0% more funds holding
Funds holding: 68 → 68 (0)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.14M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.66M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.66M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.44M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$663K |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
-$544K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$508K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$427K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$352K |
DGRS Hedge Fund Activity: Q2 2021 in Review
68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2021, worth a combined $107M — up 8.4% from $99.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DGRS positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $3.14M. The largest seller was William Blair & Company, cutting an estimated $663K.
- 68 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $107M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2021, up 8.4% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2021 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2021 was Raymond James & Associates, an estimated $3.14M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2021 was William Blair & Company, an estimated $663K sold.
Based on aggregated 13F filings for Q2 2021.