WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
84 hedge funds and large institutions have $106M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
2% more funds holding
Funds holding: 82 → 84 (+2)
2% more capital invested
Capital invested by funds: $104M → $106M (+$2.05M)
0.64% more ownership
Funds ownership: 48.71% → 49.35% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.6M |
| 2 |
Morgan Stanley
New York
|
+$705K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$703K |
| 4 |
LCM
LVM Capital Management
Portage,
Michigan
|
+$645K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$616K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.84M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$1.03M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$227K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$215K |
| 5 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
-$204K |
DGRS Hedge Fund Activity: Q1 2023 in Review
84 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2023, worth a combined $106M — up 2% from $104M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DGRS positions and 6 closed out — a net gain of 4 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.6M. The largest seller was Bank of America, cutting an estimated $1.84M.
- 84 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2023, up from 82 in Q4 2022.
- Funds reported $106M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2023, up 2% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2023 and 6 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2023 was LPL Financial, an estimated $1.6M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2023 was Bank of America, an estimated $1.84M sold.
Based on aggregated 13F filings for Q1 2023.