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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

96 hedge funds and large institutions have $203M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
27
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Collaborative Wealth Management
Florida
$1.04M -$283K -5,698 -21%
AF
27
Allworth Financial
California
$1.03M +$199 +4 +0%
PAG
28
Private Advisor Group
New Jersey
$962K +$239K +4,819 +33%
WIM
29
Waverton Investment Management
United Kingdom
$960K +$40.2K +790 +4%
IWM
30
IHT Wealth Management
Illinois
$949K -$1.69K -34 -0.2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$944K -$624K -12,569 -40%
WDL
32
Well Done LLC
Michigan
$870K -$5.16K -104 -0.6%
SFM
33
Signet Financial Management
New Jersey
$865K -$46.8K -942 -5%
MLA
34
My Legacy Advisors
Oregon
$843K -$52.1K -1,049 -6%
PGAM
35
Princeton Global Asset Management
New Jersey
$839K +$261K +5,267 +45%
Creative Planning
36
Creative Planning
Kansas
$823K -$12.6K -254 -2%
HIA
37
Harbor Investment Advisory
Maryland
$815K -$247K -4,973 -23%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$809K +$809K +16,296 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$709K -$44.5K -897 -6%
RFG
40
REAP Financial Group
Texas
$701K -$186K -3,749 -21%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$526K -$232K -4,670 -31%
BMA
42
Brooks Moore & Associates
Tennessee
$469K +$182K +3,660 +63%
CM
43
Capital Management
Virginia
$447K
ARC
44
Advisor Resource Council
Texas
$417K +$417K +8,791 New
CA
45
Cetera Advisors
Colorado
$416K -$280K -5,648 -40%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$352K -$64.3K -1,297 -15%
CB
47
Cadence Bank
Mississippi
$349K
KAS
48
Kestra Advisory Services
Texas
$330K +$88.7K +1,786 +37%
ADL
49
Asset Dedication LLC
California
$319K -$4.97K -100 -2%
9WM
50
9258 Wealth Management
Ohio
$318K