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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

126 hedge funds and large institutions have $225M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.6M
Morgan Stanley
2
Morgan Stanley
New York
$27.6M
SFGP
3
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$14.9M
Lido Advisors
4
Lido Advisors
California
$12.5M
Raymond James Financial
5
Raymond James Financial
Florida
$12M
Bank of America
6
Bank of America
North Carolina
$9.56M
LCM
7
LVM Capital Management
Michigan
$7.63M
UAG
8
United Advisor Group
Ohio
$6.6M
UBS Group
9
UBS Group
Switzerland
$5.63M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.56M
XF
11
XML Financial
Maryland
$5.46M
LW
12
Linscomb Wealth
Texas
$5.33M
FFA
13
Founders Financial Alliance
North Carolina
$5.04M
MWM
14
Modern Wealth Management
Kansas
$5.01M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.75M
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$4.47M
CAP
17
Columbia Advisory Partners
Washington
$4.17M
SWM
18
Stonebridge Wealth Management
Illinois
$3.51M
PJWM
19
Philip James Wealth Mangement
Georgia
$2.92M
IAA
20
Independent Advisor Alliance
North Carolina
$2.88M
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.56M
SWP
22
Stratos Wealth Partners
Ohio
$2.47M
DBFM
23
Dickmeyer Boyce Financial Management
Indiana
$2.24M
SFC
24
Strategic Financial Concepts
Texas
$1.96M
VAS
25
Vestmark Advisory Solutions
Massachusetts
$1.91M