WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
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.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
31% more capital invested
Capital invested by funds: $149M → $195M (+$46.1M)
5.61% more ownership
Funds ownership: 56.76% → 62.36% (+5.6%)
5% more funds holding
Funds holding: 85 → 89 (+4)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.6M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$9.35M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.98M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$924K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$811K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.81M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$2.53M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$661K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$660K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$660K |
DGRS Hedge Fund Activity: Q4 2023 in Review
89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2023, worth a combined $195M — up 31% from $149M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DGRS positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was LPL Financial, cutting an estimated $2.81M.
- 89 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $195M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2023, up 31% quarter-over-quarter.
- 13 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2023 and 7 closed out, a net change of +6 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $12.6M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2023 was LPL Financial, an estimated $2.81M sold.
Based on aggregated 13F filings for Q4 2023.