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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

79 hedge funds and large institutions have $100M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
30
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
51
Realta Investment Advisors
Delaware
$63K +$63K +1,755 New
IA
52
IFP Advisors
Florida
$62K +$3.38K +86 +6%
HIA
53
Harbor Investment Advisory
Maryland
$60K +$60K +1,665 New
AA
54
Ancora Advisors
Ohio
$39K
MA
55
MUFG Americas
New York
$39K
SAM
56
S.A. Mason
Michigan
$33K
Fidelity Investments
57
Fidelity Investments
Massachusetts
$30K -$3.61K -100 -11%
FCA
58
FinTrust Capital Advisors
South Carolina
$28K
CFD
59
Creative Financial Designs
Indiana
$27K -$1.29K -36 -5%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$26K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$26K
PA
62
Parallel Advisors
California
$23K
IWP
63
IAG Wealth Partners
Wisconsin
$20K
MCC
64
Money Concepts Capital
Florida
$13K
EI
65
Ellevest Inc
New York
$10K +$108 +3 +1%
GWM
66
Geneos Wealth Management
Colorado
$8K
BCMLT
67
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K
Wells Fargo
68
Wells Fargo
California
$8K
GEA
69
Glen Eagle Advisors
New Jersey
$7.19K
ACA
70
Aptus Capital Advisors
Alabama
$7K
GWANC
71
Guardian Wealth Advisors (North Carolina)
North Carolina
$7K
HI
72
Harbour Investments
Wisconsin
$7K
NFSG
73
Newbridge Financial Services Group
Florida
$5K +$74 +2 +1%
RCM
74
Raleigh Capital Management
North Carolina
$5K +$144 +4 +3%
FRA
75
Front Row Advisors
California
$4K