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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

82 hedge funds and large institutions have $104M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
26
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$142K +$5.95K +148 +4%
GRP
52
Global Retirement Partners
California
$110K
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$108K
William Blair & Company
54
William Blair & Company
Illinois
$84.6K -$4.02K -100 -5%
RIA
55
Realta Investment Advisors
Delaware
$64.8K -$5.79K -144 -8%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$57.3K +$28.3K +704 +98%
CA
57
CoreCap Advisors
Michigan
$56.6K +$56.6K +1,408 New
AA
58
Ancora Advisors
Ohio
$44K
SAM
59
S.A. Mason
Michigan
$37.2K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$32.6K -$804 -20 -2%
FCA
61
FinTrust Capital Advisors
South Carolina
$29.6K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$29.4K
CFD
63
Creative Financial Designs
Indiana
$27.5K -$2.9K -72 -10%
PA
64
Parallel Advisors
California
$25.2K
EI
65
Ellevest Inc
New York
$24.3K +$13.2K +328 +118%
IWP
66
IAG Wealth Partners
Wisconsin
$22K
MCC
67
Money Concepts Capital
Florida
$19.4K +$4.46K +111 +30%
IA
68
IFP Advisors
Florida
$17K -$38.6K -1,097 -69%
AAG
69
Armstrong Advisory Group
Massachusetts
$9.69K +$9.69K +241 New
Wells Fargo
70
Wells Fargo
California
$9.29K +$40 +1 +0.4%
GWM
71
Geneos Wealth Management
Colorado
$9.05K
BCMLT
72
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.16K
GEA
73
Glen Eagle Advisors
New Jersey
$8.04K
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.72K
ACA
75
Aptus Capital Advisors
Alabama
$7.72K