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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

119 hedge funds and large institutions have $221M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
52
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$19.1M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.16M
3
LPL Financial
3
LPL Financial
California
$29.3M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$1.91M
5
CAP
5
Columbia Advisory Partners
Washington
$3.62M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.9M
3
MA
3
MAS Advisors
Florida
$968K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.92M
5
JGCM
5
Joseph Group Capital Management
Ohio
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$29.3M +$1.8M +38,749 +7%
Morgan Stanley
2
Morgan Stanley
New York
$19.9M -$1.72M -36,919 -8%
Raymond James Financial
3
Raymond James Financial
Florida
$19.1M +$2.56M +54,968 +15%
Bank of America
4
Bank of America
North Carolina
$18.1M +$53.3K +1,144 +0.3%
Lido Advisors
5
Lido Advisors
California
$12.2M -$278K -5,976 -2%
SFG
6
Stonebridge Financial Group
Pennsylvania
$11.7M +$809K +17,383 +7%
LCM
7
LVM Capital Management
Michigan
$6.49M +$143K +3,062 +2%
LW
8
Linscomb Wealth
Texas
$5.84M -$139K -2,990 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.2M +$24K +515 +0.5%
SWP
10
Stratos Wealth Partners
Ohio
$4.85M +$168K +3,604 +4%
FFA
11
Founders Financial Alliance
North Carolina
$4.55M -$216K -4,631 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.43M +$383K +8,236 +9%
XF
13
XML Financial
Maryland
$4.35M +$270K +5,791 +7%
UAG
14
United Advisor Group
Ohio
$4.23M +$65.1K +1,398 +2%
UBS Group
15
UBS Group
Switzerland
$4.22M -$11.1M -237,855 -72%
SWM
16
Stonebridge Wealth Management
Illinois
$3.96M +$3.96M +85,161 New
IA
17
IFG Advisory
Georgia
$3.64M +$153K +3,280 +4%
CAP
18
Columbia Advisory Partners
Washington
$3.62M +$922K +19,811 +34%
PJWM
19
Philip James Wealth Mangement
Georgia
$3M +$49.9K +1,072 +2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.62M +$75.6K +1,625 +3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$2.38M +$31K +665 +1%
EAM
22
Everstar Asset Management
North Carolina
$2.22M +$223K +4,787 +11%
TSWM
23
Tyler-Stone Wealth Management
Ohio
$2.17M -$605 -13 -0%
IAA
24
Independent Advisor Alliance
North Carolina
$2.16M +$2.16M +46,318 New
C
25
Certuity
Florida
$2.13M -$997K -21,407 -32%
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