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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

120 hedge funds and large institutions have $224M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-8
Holders Change %
-6.25%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JGCM
26
Joseph Group Capital Management
Ohio
$1.42M -$1.54K -33 -0.1%
MSWA
27
Marshall & Sterling Wealth Advisors
New York
$1.26M +$105K +2,254 +9%
EAM
28
Empirical Asset Management
Massachusetts
$1.14M +$23.3K +500 +2%
PAG
29
Private Advisor Group
New Jersey
$1.12M +$114K +2,460 +11%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1,000K -$505K -10,850 -34%
BMA
31
Brooks Moore & Associates
Tennessee
$996K -$546K -11,750 -35%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$944K -$16.7K -360 -2%
PGAM
33
Princeton Global Asset Management
New Jersey
$937K -$108K -2,313 -10%
WIM
34
Waverton Investment Management
United Kingdom
$909K
PWP
35
Precedent Wealth Partners
Texas
$903K -$182K -3,912 -17%
SFC
36
Strategic Financial Concepts
Texas
$895K +$90.4K +1,943 +11%
Osaic Holdings
37
Osaic Holdings
Arizona
$892K -$194K -4,169 -18%
IWM
38
IHT Wealth Management
Illinois
$860K +$5.16K +111 +0.6%
AF
39
Allworth Financial
California
$857K -$14K -320 -2%
TFG
40
Team Financial Group
California
$830K -$1.74M -37,392 -68%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$826K -$1.55M -33,402 -65%
WDL
42
Well Done LLC
Michigan
$801K -$53.9K -1,053 -6%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$785K +$24.5K +527 +3%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$753K +$753K +16,197 New
Creative Planning
45
Creative Planning
Kansas
$718K -$17.3K -372 -2%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$708K -$164K -3,535 -19%
LI
47
LifeWealth Investments
Florida
$687K +$687K +14,771 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$660K +$40.2K +865 +6%
HIA
49
Harbor Investment Advisory
Maryland
$657K -$86.3K -1,855 -12%
AA
50
Armis Advisers
Georgia
$653K -$80.9K -1,739 -11%