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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

125 hedge funds and large institutions have $232M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more funds holding

Funds holding: 121 → 125 (+4)

1.31% more ownership

Funds ownership: 61.86% → 63.17% (+1.3%)

4% more capital invested

Capital invested by funds: $222M → $232M (+$9.54M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
35
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modern Wealth Management
Kansas
+$1.75M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
3
SF
Summit Financial
New Jersey
+$734K
4
UAG
United Advisor Group
Ohio
+$700K
5
SFC
Strategic Financial Concepts
Texas
+$695K

Top Sellers

1
LPL Financial
LPL Financial
California
-$3.78M
2
SWP
Stratos Wealth Partners
Ohio
-$2.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$960K
4
ARC
Advisor Resource Council
Texas
-$839K
5
Two Sigma Investments
Two Sigma Investments
New York
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$27.6M -$3.78M -76,507 -12%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M -$213K -4,305 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$20.8M +$343K +6,944 +2%
Bank of America
4
Bank of America
North Carolina
$18.9M -$548K -11,090 -3%
SFGP
5
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.6M +$86.3K +1,747 +0.7%
Lido Advisors
6
Lido Advisors
California
$12.6M -$525K -10,616 -4%
LCM
7
LVM Capital Management
Michigan
$6.88M -$82K -1,660 -1%
LW
8
Linscomb Wealth
Texas
$5.9M -$361K -7,306 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.47M -$116K -2,354 -2%
UAG
10
United Advisor Group
Ohio
$5.24M +$700K +14,160 +16%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.87M +$114K +2,310 +2%
UBS Group
12
UBS Group
Switzerland
$4.68M +$144K +2,908 +3%
XF
13
XML Financial
Maryland
$4.62M -$52.3K -1,059 -1%
FFA
14
Founders Financial Alliance
North Carolina
$4.59M -$285K -5,771 -6%
IA
15
IFG Advisory
Georgia
$4.16M +$255K +5,168 +7%
SWM
16
Stonebridge Wealth Management
Illinois
$4.06M -$193K -3,911 -5%
CAP
17
Columbia Advisory Partners
Washington
$3.92M +$37.5K +758 +1%
PJWM
18
Philip James Wealth Mangement
Georgia
$3.75M +$522K +10,556 +16%
SWP
19
Stratos Wealth Partners
Ohio
$2.97M -$2.21M -44,813 -43%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.78M -$33.1K -670 -1%
EAM
21
Everstar Asset Management
North Carolina
$2.35M -$26.2K -530 -1%
C
22
Certuity
Florida
$2.34M +$58.6K +1,186 +3%
MWM
23
Modern Wealth Management
Kansas
$2.33M +$1.75M +35,343 +315%
IAA
24
Independent Advisor Alliance
North Carolina
$2.15M -$165K -3,332 -7%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.89M -$656K -13,277 -26%
1
2 3 4 5

DGRS Hedge Fund Activity: Q3 2025 in Review

125 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q3 2025, worth a combined $232M — up 4.3% from $222M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DGRS positions and 8 closed out — a net gain of 5 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $1.75M. The largest seller was LPL Financial, cutting an estimated $3.78M.

  • 125 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $232M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q3 2025 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q3 2025 was Modern Wealth Management, an estimated $1.75M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q3 2025 was LPL Financial, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2025.