WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
82 hedge funds and large institutions have $104M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
4% more funds holding
Funds holding: 79 → 82 (+3)
4% more capital invested
Capital invested by funds: $100M → $104M (+$4.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
4.08% less ownership
Funds ownership: 52.79% → 48.71% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.82M |
| 2 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$1.75M |
| 3 |
WDL
Well Done LLC
Holland,
Michigan
|
+$718K |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$574K |
| 5 |
JP Morgan Chase
New York
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$8.68M |
| 2 |
Morgan Stanley
New York
|
-$2.94M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$1.65M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$563K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$517K |
DGRS Hedge Fund Activity: Q4 2022 in Review
82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2022, worth a combined $104M — up 4.2% from $100M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DGRS positions and 5 closed out — a net gain of 5 holders — while 26 added to existing stakes and 26 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.82M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $8.68M sold.
- 82 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2022, up from 79 in Q3 2022.
- Funds reported $104M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2022, up 4.2% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2022 and 5 closed out, a net change of +5 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2022 was Osaic Holdings, an estimated $2.82M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2022 was Venturi Wealth Management, an estimated $8.68M sold.
Based on aggregated 13F filings for Q4 2022.