Brookwood Investment Group’s WisdomTree US SmallCap Quality Growth Fund QSML Stock Holding History

Brookwood Investment Group’s Portfolio QSML Stock Details QSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-16,368	Closed	-$431K	–	532
2025 Q2	$431K	Buy	+16,368	New	+$404K	0.07%	269

Other funds holding QSML

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookwood Investment Group's QSML Position: Q3 2025 in Review

Brookwood Investment Group sold out of WisdomTree US SmallCap Quality Growth Fund (QSML) in Q3 2025, closing a stake of 16,368 shares — an estimated $431K sold.

Brookwood Investment Group first reported a position in QSML in Q2 2025 and held it in 1 quarter. The position peaked at $431K in Q2 2025. 5 funds tracked by Wall St. Rank hold QSML as of Q3 2025.

Brookwood Investment Group reported no remaining WisdomTree US SmallCap Quality Growth Fund position as of Q3 2025 after selling out during the quarter.
Brookwood Investment Group sold 16,368 WisdomTree US SmallCap Quality Growth Fund shares in Q3 2025, an estimated $431K.
Brookwood Investment Group first reported a position in WisdomTree US SmallCap Quality Growth Fund in Q2 2025 and held it in 1 quarter.
Brookwood Investment Group's WisdomTree US SmallCap Quality Growth Fund position peaked at $431K in Q2 2025.
5 funds tracked by Wall St. Rank held WisdomTree US SmallCap Quality Growth Fund as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.