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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

122 hedge funds and large institutions have $215M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $232M → $215M (-$17.4M)

35% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 52

Holders
122
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
VAS
26
Vestmark Advisory Solutions
Massachusetts
$1.68M
CAL
27
Capital Advisors Ltd
Ohio
$1.66M
PAG
28
Private Advisor Group
New Jersey
$1.46M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.28M
EAM
30
Everstar Asset Management
North Carolina
$1.24M
LI
31
LifeWealth Investments
Florida
$1.18M
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$998K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$967K
AF
34
Allworth Financial
California
$920K
PGAM
35
Princeton Global Asset Management
New Jersey
$906K
PWP
36
Precedent Wealth Partners
Texas
$795K
JP Morgan Chase
37
JP Morgan Chase
New York
$724K
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$717K
Creative Planning
39
Creative Planning
Kansas
$673K
Citadel Advisors
40
Citadel Advisors
Florida
$671K
Wells Fargo
41
Wells Fargo
California
$661K
SA
42
Sovran Advisors
California
$608K
OC
43
Oppenheimer & Co
New York
$573K
HIA
44
Harbor Investment Advisory
Maryland
$571K
TFG
45
Team Financial Group
California
$550K
IWM
46
IHT Wealth Management
Illinois
$542K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$496K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$480K
WF
49
WealthPoint Financial
North Carolina
$456K
VWM
50
Venturi Wealth Management
Texas
$456K