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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

68 hedge funds and large institutions have $99.1M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
21
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
26
Next Financial Group
Texas
$455K -$11.9K -258 -3%
CM
27
Capital Management
Virginia
$414K
CBN
28
Cadence Bank NA
Texas
$382K -$8.62K -187 -2%
CCA
29
Clearwater Capital Advisors
Illinois
$352K -$194K -4,211 -36%
Citadel Advisors
30
Citadel Advisors
Florida
$352K +$352K +7,619 New
KAS
31
Kestra Advisory Services
Texas
$318K +$318K +6,911 New
CA
32
Cetera Advisors
Colorado
$313K +$313K +6,804 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$311K +$38.4K +834 +14%
9WM
34
9258 Wealth Management
Ohio
$295K
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$279K +$598 +13 +0.2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$270K -$203K -4,412 -43%
FHA
37
Flagship Harbor Advisors
Massachusetts
$264K
RA
38
RFG Advisory
Alabama
$262K -$25.3K -550 -9%
RAM
39
Redmond Asset Management
Virginia
$257K -$1.38K -30 -0.5%
CPIG
40
Chicago Partners Investment Group
Illinois
$241K +$5.02K +107 +2%
GT
41
Glenview Trust
Kentucky
$213K +$213K +4,625 New
DAS
42
Dynamic Advisor Solutions
Arizona
$208K -$52.5K -1,140 -20%
MSAM
43
Moloney Securities Asset Management
Missouri
$202K +$202K +4,380 New
RWB
44
RMR Wealth Builders
New Jersey
$199K +$199K +4,333 New
ADL
45
Asset Dedication LLC
California
$197K
Citigroup
46
Citigroup
New York
$193K
SPIA
47
Steward Partners Investment Advisory
New York
$191K +$121K +2,626 +172%
GRP
48
Global Retirement Partners
California
$112K
Wells Fargo
49
Wells Fargo
California
$112K +$59.4K +1,294 +113%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$93K +$93K +2,026 New