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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

122 hedge funds and large institutions have $230M 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, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

27% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 48

Holders
122
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
SFC
26
Strategic Financial Concepts
Texas
$1.68M
VAS
27
Vestmark Advisory Solutions
Massachusetts
$1.58M
Citadel Advisors
28
Citadel Advisors
Florida
$1.49M
MSWA
29
Marshall & Sterling Wealth Advisors
New York
$1.48M
PAG
30
Private Advisor Group
New Jersey
$1.4M
Two Sigma Investments
31
Two Sigma Investments
New York
$1.31M
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.19M
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.13M
WIM
34
Waverton Investment Management
United Kingdom
$1.07M
MA
35
MAS Advisors
Florida
$1.03M
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$994K
PGAM
37
Princeton Global Asset Management
New Jersey
$978K
Osaic Holdings
38
Osaic Holdings
Arizona
$915K
LI
39
LifeWealth Investments
Florida
$901K
PWP
40
Precedent Wealth Partners
Texas
$860K
WDL
41
Well Done LLC
Michigan
$858K
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$752K
SF
43
Summit Financial
New Jersey
$742K
BMA
44
Brooks Moore & Associates
Tennessee
$721K
Creative Planning
45
Creative Planning
Kansas
$703K
Goldman Sachs
46
Goldman Sachs
New York
$679K
EAM
47
Empirical Asset Management
Massachusetts
$666K
JP Morgan Chase
48
JP Morgan Chase
New York
$651K
IWM
49
IHT Wealth Management
Illinois
$636K
GSEP
50
Golden State Equity Partners
California
$633K