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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

119 hedge funds and large institutions have $221M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
52
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$1.92M -$1.27M -27,300 -40%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$1.91M +$1.15M +24,759 +153%
MSWA
28
Marshall & Sterling Wealth Advisors
New York
$1.35M +$88.1K +1,896 +7%
PAG
29
Private Advisor Group
New Jersey
$1.29M +$169K +3,623 +15%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.28M +$449K +9,643 +54%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.19M +$208K +4,065 +21%
EAM
32
Empirical Asset Management
Massachusetts
$1.15M +$6.66K +143 +0.6%
WIM
33
Waverton Investment Management
United Kingdom
$1.04M
PGAM
34
Princeton Global Asset Management
New Jersey
$974K +$35.9K +772 +4%
MA
35
MAS Advisors
Florida
$968K -$1.38M -29,706 -59%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$938K -$6.94K -149 -0.7%
AF
37
Allworth Financial
California
$913K +$1.07K +23 +0.1%
SFC
38
Strategic Financial Concepts
Texas
$910K +$13.9K +298 +2%
PWP
39
Precedent Wealth Partners
Texas
$880K -$24.6K -528 -3%
ARC
40
Advisor Resource Council
Texas
$839K -$36.6K -787 -4%
LI
41
LifeWealth Investments
Florida
$805K +$118K +2,530 +17%
WDL
42
Well Done LLC
Michigan
$799K +$70.8K +1,522 +10%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$795K +$49.5K +1,012 +7%
Creative Planning
44
Creative Planning
Kansas
$758K +$39.4K +847 +5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$728K -$57.7K -1,239 -7%
BMA
46
Brooks Moore & Associates
Tennessee
$721K -$296K -6,240 -29%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$674K +$13.6K +293 +2%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$657K +$14.8K +319 +2%
HIA
49
Harbor Investment Advisory
Maryland
$649K -$8.8K -189 -1%
TFG
50
Team Financial Group
California
$630K -$200K -4,297 -24%