DGRS icon

WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

89 hedge funds and large institutions have $195M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
27
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
51
9258 Wealth Management
Ohio
$304K
BMA
52
Brooks Moore & Associates
Tennessee
$275K +$275K +5,788 New
FHA
53
Flagship Harbor Advisors
Massachusetts
$272K
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$261K +$5.6K +118 +2%
RWB
55
RMR Wealth Builders
New Jersey
$259K +$1.76K +37 +0.7%
CPIG
56
Chicago Partners Investment Group
Illinois
$247K -$1.99K -43 -0.8%
RAM
57
Redmond Asset Management
Virginia
$243K
KAS
58
Kestra Advisory Services
Texas
$231K -$1.47K -31 -0.6%
TCFP
59
Treasure Coast Financial Planning
Florida
$224K -$12.4K -261 -5%
SI
60
Saxon Interests
Texas
$224K +$224K +4,715 New
Stifel Financial
61
Stifel Financial
Missouri
$215K +$215K +4,534 New
OP
62
ORG Partners
Indiana
$144K +$949 +20 +0.7%
GRP
63
Global Retirement Partners
California
$138K +$15.1K +334 +12%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$127K
CAL
65
Capital Advisors Ltd
Ohio
$123K
SPIA
66
Steward Partners Investment Advisory
New York
$121K
CFD
67
Creative Financial Designs
Indiana
$116K +$32.1K +677 +38%
Wells Fargo
68
Wells Fargo
California
$112K +$87K +1,833 +351%
FCA
69
FinTrust Capital Advisors
South Carolina
$110K +$18K +379 +20%
SS
70
Sunbelt Securities
Texas
$96.6K +$53.4K +1,125 +123%
HNB
71
Huntington National Bank
Ohio
$88.9K
William Blair & Company
72
William Blair & Company
Illinois
$69.7K -$16.6K -350 -19%
AA
73
Ancora Advisors
Ohio
$51.8K
SAM
74
S.A. Mason
Michigan
$46.3K +$2.37K +50 +5%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$36.5K