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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

85 hedge funds and large institutions have $149M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
7
Increased
27
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WDL
26
Well Done LLC
Michigan
$767K
SFM
27
Signet Financial Management
New Jersey
$767K -$54.4K -1,320 -7%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$731K -$707K -17,174 -49%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$730K +$620K +15,051 +565%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$713K +$713K +17,307 New
OPS
31
Orion Portfolio Solutions
Nebraska
$660K +$38.7K +940 +6%
BCI
32
Brinker Capital Investments
Pennsylvania
$660K +$38.7K +940 +6%
HIA
33
Harbor Investment Advisory
Maryland
$640K +$168K +4,090 +36%
Creative Planning
34
Creative Planning
Kansas
$638K -$37.5K -910 -6%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$637K +$7.37K +179 +1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$511K +$337K +8,190 +194%
PAG
37
Private Advisor Group
New Jersey
$487K +$274K +6,643 +128%
PGAM
38
Princeton Global Asset Management
New Jersey
$473K -$41.7K -1,013 -8%
MLA
39
My Legacy Advisors
Oregon
$421K +$10.4K +263 +3%
GSEP
40
Golden State Equity Partners
California
$403K +$400K +9,705 +13,864%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$402K -$26.4K -640 -6%
Two Sigma Investments
42
Two Sigma Investments
New York
$383K +$383K +9,300 New
CM
43
Capital Management
Virginia
$371K
ARC
44
Advisor Resource Council
Texas
$357K +$62.8K +1,524 +21%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$297K -$24.5K -595 -8%
CB
46
Cadence Bank
Mississippi
$291K -$1.44K -35 -0.5%
ADL
47
Asset Dedication LLC
California
$268K
9WM
48
9258 Wealth Management
Ohio
$264K
FHA
49
Flagship Harbor Advisors
Massachusetts
$236K
RWB
50
RMR Wealth Builders
New Jersey
$224K -$8.9K -216 -4%