WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
126 hedge funds and large institutions have $215M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 14 closing their positions.
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
0.06% more ownership
Funds ownership: 63.08% → 63.14% (+0.06%)
0% more funds holding
Funds holding: 126 → 126 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less capital invested
Capital invested by funds: $232M → $215M (-$16.6M)
31% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$1.47M |
| 2 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
+$1.46M |
| 3 |
Morgan Stanley
New York
|
+$1.19M |
| 4 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$823K |
| 5 |
MSWA
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
+$580K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.53M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$1.68M |
| 3 |
Two Sigma Investments
New York
|
-$1.31M |
| 4 |
EAM
Everstar Asset Management
Mooresville,
North Carolina
|
-$1.11M |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
-$858K |
DGRS Hedge Fund Activity: Q4 2025 in Review
126 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q4 2025, worth a combined $215M — down 7.2% from $232M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DGRS positions and 14 closed out — a net gain of 1 holder — while 36 added to existing stakes and 52 trimmed.
The largest buyer was Modern Wealth Management, adding an estimated $1.47M. The largest seller was Bank of America, cutting an estimated $9.53M.
- 126 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $215M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q4 2025, down 7.2% quarter-over-quarter.
- 15 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q4 2025 and 14 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q4 2025 was Modern Wealth Management, an estimated $1.47M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q4 2025 was Bank of America, an estimated $9.53M sold.
Based on aggregated 13F filings for Q4 2025.