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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

83 hedge funds and large institutions have $119M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$219K 5,170 +5,170 New
SPIA
52
Steward Partners Investment Advisory
New York
$206K 4,855
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$179K 4,212 +691 +20%
Citigroup
54
Citigroup
New York
$169K 3,983
GRP
55
Global Retirement Partners
California
$116K 2,725
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$114K 2,675 -4 -0.1%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$113K 2,663 +2,606 +4,572%
CAL
58
Capital Advisors Ltd
Ohio
$110K 2,600 +2,600 New
VWM
59
Venturi Wealth Management
Texas
$95.6K 2,252 -1,300 -37%
AWM
60
Avior Wealth Management
Nebraska
$88.3K 2,081 +241 +13%
William Blair & Company
61
William Blair & Company
Illinois
$77.2K 1,820
CFD
62
Creative Financial Designs
Indiana
$61.2K 1,444 +766 +113%
RIA
63
Realta Investment Advisors
Delaware
$53.9K 1,271 +1,271 New
AA
64
Ancora Advisors
Ohio
$46.3K 1,091
SAM
65
S.A. Mason
Michigan
$38.5K 925
Fidelity Investments
66
Fidelity Investments
Massachusetts
$33K 778 -31 -4%
Wells Fargo
67
Wells Fargo
California
$32.3K 762 +532 +231%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$31.1K 732
FCA
69
FinTrust Capital Advisors
South Carolina
$29.6K 736
PTC
70
Private Trust Company
Ohio
$28.7K 677 -12 -2%
IWP
71
IAG Wealth Partners
Wisconsin
$27.9K 658
PA
72
Parallel Advisors
California
$26.6K 627
SS
73
Sunbelt Securities
Texas
$24.8K 585 +200 +52%
IGWM
74
ICA Group Wealth Management
Colorado
$12.3K 290 +290 New
GWM
75
Geneos Wealth Management
Colorado
$9.55K 225