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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
CM
51
Capital Management
Virginia
$447K
FNBSF
52
First National Bank Sioux Falls
South Dakota
$436K
Osaic Holdings
53
Osaic Holdings
Arizona
$434K
WCP
54
Wealthcare Capital Partners
Pennsylvania
$424K
CWM
55
Collaborative Wealth Management
Florida
$414K
OWM
56
Opes Wealth Management
California
$407K
SFM
57
Signet Financial Management
New Jersey
$388K
SPIA
58
Steward Partners Investment Advisory
New York
$366K
VF
59
Virtu Financial
New York
$363K
RAM
60
Redmond Asset Management
Virginia
$360K
AWA
61
Arkadios Wealth Advisors
Georgia
$347K
RWB
62
RMR Wealth Builders
New Jersey
$342K
TWM
63
TopTier Wealth Management
Wisconsin
$335K
JGCM
64
Joseph Group Capital Management
Ohio
$328K
KAS
65
Kestra Advisory Services
Texas
$327K
Jones Financial Companies
66
Jones Financial Companies
Missouri
$320K
ADL
67
Asset Dedication LLC
California
$319K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$311K
Bessemer Group
69
Bessemer Group
New Jersey
$311K
SA
70
Sanctuary Advisors
Indiana
$300K
FHA
71
Flagship Harbor Advisors
Massachusetts
$284K
Stifel Financial
72
Stifel Financial
Missouri
$270K
CFP
73
Cascade Financial Partners
California
$267K
AI
74
Atria Investments
North Carolina
$259K
PAS
75
Park Avenue Securities
New York
$258K