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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

89 hedge funds and large institutions have $195M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
27
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIA
26
Harbor Investment Advisory
Maryland
$1.02M 21,399 +5,860 +38%
AF
27
Allworth Financial
California
$986K 20,792 -4,525 -18%
IWM
28
IHT Wealth Management
Illinois
$909K 19,157 +19,157 New
Citadel Advisors
29
Citadel Advisors
Florida
$904K 19,061 +19,061 New
WIM
30
Waverton Investment Management
United Kingdom
$903K 18,090 -590 -3%
SFM
31
Signet Financial Management
New Jersey
$871K 18,370 -245 -1%
RFG
32
REAP Financial Group
Texas
$848K 17,866 +17,866 New
CIBC World Market
33
CIBC World Market
Ontario, Canada
$841K 17,727 +17,727 New
WDL
34
Well Done LLC
Michigan
$837K 17,633 -991 -5%
MLA
35
My Legacy Advisors
Oregon
$824K 18,029 +7,395 +70%
Creative Planning
36
Creative Planning
Kansas
$798K 16,829 +1,333 +9%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$724K 15,258 +2,856 +23%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$720K 15,173 -2,134 -12%
PAG
39
Private Advisor Group
New Jersey
$691K 14,562 +2,749 +23%
CA
40
Cetera Advisors
Colorado
$665K 14,027 +14,027 New
CRI
41
Colonial River Investments
Virginia
$639K 13,473 -10,372 -43%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$638K 13,455 -2,019 -13%
PGAM
43
Princeton Global Asset Management
New Jersey
$552K 11,627 +150 +1%
GSEP
44
Golden State Equity Partners
California
$486K 10,247 +472 +5%
Two Sigma Investments
45
Two Sigma Investments
New York
$441K 9,300
CM
46
Capital Management
Virginia
$427K 9,000
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$425K 8,951 -8,798 -50%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$398K 8,396 +1,190 +17%
CB
49
Cadence Bank
Mississippi
$334K 7,032 -40 -0.6%
ADL
50
Asset Dedication LLC
California
$310K 6,524