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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $224M → $221M (-$2.62M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$1.92M
VAS
27
Vestmark Advisory Solutions
Massachusetts
$1.91M
MSWA
28
Marshall & Sterling Wealth Advisors
New York
$1.35M
PAG
29
Private Advisor Group
New Jersey
$1.29M
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.28M
Osaic Holdings
31
Osaic Holdings
Arizona
$1.19M
EAM
32
Empirical Asset Management
Massachusetts
$1.15M
WIM
33
Waverton Investment Management
United Kingdom
$1.04M
PGAM
34
Princeton Global Asset Management
New Jersey
$974K
MA
35
MAS Advisors
Florida
$968K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$938K
AF
37
Allworth Financial
California
$913K
SFC
38
Strategic Financial Concepts
Texas
$910K
PWP
39
Precedent Wealth Partners
Texas
$880K
ARC
40
Advisor Resource Council
Texas
$839K
LI
41
LifeWealth Investments
Florida
$805K
WDL
42
Well Done LLC
Michigan
$799K
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$795K
Creative Planning
44
Creative Planning
Kansas
$758K
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$728K
BMA
46
Brooks Moore & Associates
Tennessee
$721K
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$674K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$657K
HIA
49
Harbor Investment Advisory
Maryland
$649K
TFG
50
Team Financial Group
California
$630K