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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

122 hedge funds and large institutions have $230M 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, 48 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)

27% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 48

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
SA
51
Sovran Advisors
California
$619K
VF
52
Virtu Financial
New York
$586K
HIA
53
Harbor Investment Advisory
Maryland
$585K
TFG
54
Team Financial Group
California
$585K
OC
55
Oppenheimer & Co
New York
$562K
CWM
56
Collaborative Wealth Management
Florida
$532K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$483K
VWM
58
Venturi Wealth Management
Texas
$459K
SFM
59
Signet Financial Management
New Jersey
$451K
CM
60
Capital Management
Virginia
$450K
WCP
61
Wealthcare Capital Partners
Pennsylvania
$425K
OWM
62
Opes Wealth Management
California
$407K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$399K
JGCM
64
Joseph Group Capital Management
Ohio
$385K
SPIA
65
Steward Partners Investment Advisory
New York
$369K
RAM
66
Redmond Asset Management
Virginia
$364K
AWA
67
Arkadios Wealth Advisors
Georgia
$361K
RWB
68
RMR Wealth Builders
New Jersey
$343K
ADL
69
Asset Dedication LLC
California
$321K
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$321K
CFP
71
Cascade Financial Partners
California
$316K
Bessemer Group
72
Bessemer Group
New Jersey
$314K
WH
73
Willner & Heller
California
$310K
Jones Financial Companies
74
Jones Financial Companies
Missouri
$301K
KAS
75
Kestra Advisory Services
Texas
$296K