WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
DGRS
89 hedge funds and large institutions have $195M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 29
Holders
89
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$14.1M | |
| 2 | +$10.5M | |
| 3 | +$2.22M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.04M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$909K |
Top Sellers
| 1 | -$3.15M | |
| 2 | -$2.84M | |
| 3 | -$741K | |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$660K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$660K |