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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

83 hedge funds and large institutions have $117M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
27
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$106K
GRP
52
Global Retirement Partners
California
$96K
William Blair & Company
53
William Blair & Company
Illinois
$88K -$83.8K -2,100 -49%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$84K +$551 +14 +0.7%
PTC
55
Private Trust Company
Ohio
$69K +$69K +1,739 New
IA
56
IFP Advisors
Florida
$56K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$45K +$11.4K +286 +34%
AA
58
Ancora Advisors
Ohio
$43K
MA
59
MUFG Americas
New York
$43K +$43K +1,072 New
SAM
60
S.A. Mason
Michigan
$37K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$37K +$199 +5 +0.5%
CFD
62
Creative Financial Designs
Indiana
$31K +$1.49K +38 +5%
FCA
63
FinTrust Capital Advisors
South Carolina
$30K
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$29K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$29K
PA
66
Parallel Advisors
California
$25K
IWP
67
IAG Wealth Partners
Wisconsin
$22K
MCC
68
Money Concepts Capital
Florida
$15K -$2.22K -55 -13%
EI
69
Ellevest Inc
New York
$11K +$40 +1 +0.4%
Wells Fargo
70
Wells Fargo
California
$9K -$19.3K -494 -68%
C
71
Covestor
United Kingdom
$9K -$2.93K -71 -25%
BCMLT
72
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K
GWM
73
Geneos Wealth Management
Colorado
$9K
ACA
74
Aptus Capital Advisors
Alabama
$8K
GWANC
75
Guardian Wealth Advisors (North Carolina)
North Carolina
$8K +$8K +192 New