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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

124 hedge funds and large institutions have $231M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
124
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
GSEP
51
Golden State Equity Partners
California
$633K
SA
52
Sovran Advisors
California
$619K
VF
53
Virtu Financial
New York
$586K
HIA
54
Harbor Investment Advisory
Maryland
$585K
TFG
55
Team Financial Group
California
$585K
OC
56
Oppenheimer & Co
New York
$562K
CWM
57
Collaborative Wealth Management
Florida
$532K
SA
58
Sanctuary Advisors
Indiana
$496K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$483K
VWM
60
Venturi Wealth Management
Texas
$459K
SFM
61
Signet Financial Management
New Jersey
$451K
CM
62
Capital Management
Virginia
$450K
WCP
63
Wealthcare Capital Partners
Pennsylvania
$425K
OWM
64
Opes Wealth Management
California
$407K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$399K
JGCM
66
Joseph Group Capital Management
Ohio
$385K
SPIA
67
Steward Partners Investment Advisory
New York
$369K
RAM
68
Redmond Asset Management
Virginia
$364K
AWA
69
Arkadios Wealth Advisors
Georgia
$361K
RWB
70
RMR Wealth Builders
New Jersey
$343K
ADL
71
Asset Dedication LLC
California
$321K
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$321K
CFP
73
Cascade Financial Partners
California
$316K
Bessemer Group
74
Bessemer Group
New Jersey
$314K
WH
75
Willner & Heller
California
$310K