WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
67 hedge funds and large institutions have $102M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.84% less ownership
Funds ownership: 53.24% → 52.4% (-0.84%)
1% less funds holding
Funds holding: 68 → 67 (-1)
5% less capital invested
Capital invested by funds: $107M → $102M (-$5.54M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1M |
| 3 |
LPL Financial
San Diego,
California
|
+$919K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$623K |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$547K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.71M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.45M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.09M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$958K |
| 5 |
IMC Chicago
Chicago,
Illinois
|
-$727K |
DGRS Hedge Fund Activity: Q3 2021 in Review
67 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2021, worth a combined $102M — down 5.2% from $107M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DGRS and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 27 added.
The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was UBS Group, cutting an estimated $1.71M.
- 67 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2021, down from 68 in Q2 2021.
- Funds reported $102M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2021, down 5.2% quarter-over-quarter.
- 4 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2021 was Morgan Stanley, an estimated $1.49M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2021 was UBS Group, an estimated $1.71M sold.
Based on aggregated 13F filings for Q3 2021.