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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

101 hedge funds and large institutions have $217M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 5 closing their positions.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
32
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$1.41M 29,958 -38,793 -56%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.25M 26,447 +26,447 New
PWP
28
Precedent Wealth Partners
Texas
$1.21M 25,714 -3,808 -13%
C
29
Certuity
Florida
$1.21M 25,693 -2,895 -10%
AF
30
Allworth Financial
California
$1.05M 20,712 -84 -0.4%
WIM
31
Waverton Investment Management
United Kingdom
$971K 18,880
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$942K 20,002 -1,271 -6%
PAG
33
Private Advisor Group
New Jersey
$909K 19,304 -77 -0.4%
IWM
34
IHT Wealth Management
Illinois
$891K 18,912 -211 -1%
CWM
35
Collaborative Wealth Management
Florida
$838K 17,792 -3,221 -15%
WDL
36
Well Done LLC
Michigan
$806K 17,109 -420 -2%
PGAM
37
Princeton Global Asset Management
New Jersey
$798K 16,948 +54 +0.3%
Creative Planning
38
Creative Planning
Kansas
$776K 16,481 -94 -0.6%
SFM
39
Signet Financial Management
New Jersey
$770K 16,336 -1,092 -6%
MLA
40
My Legacy Advisors
Oregon
$743K 15,778 -1,202 -7%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$698K 14,826 +550 +4%
HIA
42
Harbor Investment Advisory
Maryland
$680K 14,437 -1,989 -12%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$642K 13,620 -2,676 -16%
RFG
44
REAP Financial Group
Texas
$559K 11,871 -2,246 -16%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$510K 10,824 +236 +2%
GSEP
46
Golden State Equity Partners
California
$471K 10,006 +10,006 New
EAM
47
Empirical Asset Management
Massachusetts
$450K 9,553 +9,553 New
KAS
48
Kestra Advisory Services
Texas
$432K 9,169 +2,515 +38%
CM
49
Capital Management
Virginia
$424K 9,000
BMA
50
Brooks Moore & Associates
Tennessee
$398K 8,448 -1,000 -11%