WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
84 hedge funds and large institutions have $120M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
7% more capital invested
Capital invested by funds: $112M → $120M (+$8.15M)
1.44% more ownership
Funds ownership: 49.52% → 50.96% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 85 → 84 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.38M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.46M |
| 3 |
Morgan Stanley
New York
|
+$935K |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$514K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
-$601K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$534K |
| 3 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$285K |
| 4 |
C
Certuity
North Palm Beach,
Florida
|
-$275K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$248K |
DGRS Hedge Fund Activity: Q2 2023 in Review
84 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2023, worth a combined $120M — up 7.3% from $112M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DGRS and 8 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 31 added.
The largest buyer was LPL Financial, adding an estimated $2.38M. The largest seller was Linscomb Wealth, cutting an estimated $601K.
- 84 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2023, down from 85 in Q1 2023.
- Funds reported $120M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2023, up 7.3% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2023 and 9 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2023 was LPL Financial, an estimated $2.38M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2023 was Linscomb Wealth, an estimated $601K sold.
Based on aggregated 13F filings for Q2 2023.