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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

96 hedge funds and large institutions have $203M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
27
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$28K +565 +10%
CFP
52
Cascade Financial Partners
California
$298K +$298K +6,330 New
KPWS
53
Kestra Private Wealth Services
Texas
$293K +$293K +5,909 New
RWB
54
RMR Wealth Builders
New Jersey
$286K +$14.4K +290 +5%
FHA
55
Flagship Harbor Advisors
Massachusetts
$284K
CPIG
56
Chicago Partners Investment Group
Illinois
$252K -$4.26K -89 -2%
RAM
57
Redmond Asset Management
Virginia
$250K -$3.87K -78 -2%
CRI
58
Colonial River Investments
Virginia
$250K -$419K -8,436 -63%
PAS
59
Park Avenue Securities
New York
$243K +$243K +4,902 New
SI
60
Saxon Interests
Texas
$234K
CFD
61
Creative Financial Designs
Indiana
$214K +$91.9K +1,851 +75%
GWP
62
Gateway Wealth Partners
Wisconsin
$211K +$211K +4,253 New
AAS
63
Avantax Advisory Services
Texas
$210K +$210K +4,232 New
OCM
64
Objective Capital Management
Ohio
$207K +$207K +4,174 New
TCFP
65
Treasure Coast Financial Planning
Florida
$203K -$31.8K -641 -14%
Stifel Financial
66
Stifel Financial
Missouri
$200K -$25K -504 -11%
GRP
67
Global Retirement Partners
California
$152K +$99 +2 +0.1%
FCA
68
FinTrust Capital Advisors
South Carolina
$138K +$22.7K +457 +20%
CAL
69
Capital Advisors Ltd
Ohio
$129K
SPIA
70
Steward Partners Investment Advisory
New York
$127K
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$127K +$127K +2,600 New
SS
72
Sunbelt Securities
Texas
$102K +$1.14K +23 +1%
William Blair & Company
73
William Blair & Company
Illinois
$73K
Wells Fargo
74
Wells Fargo
California
$65.9K -$51K -1,028 -44%
RIA
75
Realta Investment Advisors
Delaware
$63.8K +$63.8K +1,285 New