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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

84 hedge funds and large institutions have $106M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
28
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VWM
51
Venturi Wealth Management
Texas
$148K 3,552 +3,552 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$146K 3,521
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$111K 2,679
GRP
54
Global Retirement Partners
California
$108K 2,725
AWM
55
Avior Wealth Management
Nebraska
$76.5K 1,840 +1,840 New
William Blair & Company
56
William Blair & Company
Illinois
$75.7K 1,820 -285 -14%
CFGS
57
Concourse Financial Group Securities
Alabama
$46.7K 1,123 +1,123 New
AA
58
Ancora Advisors
Ohio
$45.4K 1,091
SAM
59
S.A. Mason
Michigan
$38.5K 925
Fidelity Investments
60
Fidelity Investments
Massachusetts
$33.6K 809 -2 -0.2%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$30.4K 732
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$30K 722 -704 -49%
FCA
63
FinTrust Capital Advisors
South Carolina
$29.6K 736
EI
64
Ellevest Inc
New York
$29.2K 702 +97 +16%
PTC
65
Private Trust Company
Ohio
$28.6K 689 +689 New
CFD
66
Creative Financial Designs
Indiana
$28.2K 678 -6 -0.9%
IWP
67
IAG Wealth Partners
Wisconsin
$27.4K 658 +112 +21%
PA
68
Parallel Advisors
California
$26.1K 627
SS
69
Sunbelt Securities
Texas
$15.7K 385 +385 New
Wells Fargo
70
Wells Fargo
California
$9.59K 230 -1 -0.4%
GWM
71
Geneos Wealth Management
Colorado
$9.35K 225
BCMLT
72
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.44K 203
GEA
73
Glen Eagle Advisors
New Jersey
$8.31K 200
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.98K 192
ACA
75
Aptus Capital Advisors
Alabama
$7.98K 192