WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
97 hedge funds and large institutions have $203M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
11% more capital invested
Capital invested by funds: $183M → $203M (+$20.5M)
8% more funds holding
Funds holding: 90 → 97 (+7)
0.11% more ownership
Funds ownership: 58.36% → 58.46% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.43M |
| 2 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$4.45M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$2.49M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.47M |
| 5 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.91M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.58M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.14M |
| 4 |
TFG
Team Financial Group
Temecula,
California
|
-$943K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$904K |
DGRS Hedge Fund Activity: Q1 2024 in Review
97 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2024, worth a combined $203M — up 11% from $183M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DGRS positions and 7 closed out — a net gain of 8 holders — while 28 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.43M. The largest seller was Osaic Holdings, cutting an estimated $3.91M.
- 97 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2024, up from 90 in Q4 2023.
- Funds reported $203M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2024, up 11% quarter-over-quarter.
- 15 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2024 and 7 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2024 was Morgan Stanley, an estimated $6.43M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2024 was Osaic Holdings, an estimated $3.91M sold.
Based on aggregated 13F filings for Q1 2024.