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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

101 hedge funds and large institutions have $217M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 5 closing their positions.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
32
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$325K -$9.42K -200 -3%
CB
52
Cadence Bank
Mississippi
$323K -$8.76K -186 -3%
ADL
53
Asset Dedication LLC
California
$303K
9WM
54
9258 Wealth Management
Ohio
$302K
CFP
55
Cascade Financial Partners
California
$298K
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$296K +$10.1K +215 +4%
RWB
57
RMR Wealth Builders
New Jersey
$276K +$4.76K +101 +2%
CPIG
58
Chicago Partners Investment Group
Illinois
$275K +$939 +18 +0.3%
KPWS
59
Kestra Private Wealth Services
Texas
$267K -$11.4K -242 -4%
RAM
60
Redmond Asset Management
Virginia
$248K +$10.6K +225 +4%
AAS
61
Avantax Advisory Services
Texas
$233K +$33.8K +718 +17%
OWM
62
Opes Wealth Management
California
$226K +$226K +4,800 New
CRI
63
Colonial River Investments
Virginia
$217K -$20.3K -431 -9%
AWM
64
Axxcess Wealth Management
California
$215K +$215K +4,556 New
CFD
65
Creative Financial Designs
Indiana
$213K +$9.75K +207 +5%
Stifel Financial
66
Stifel Financial
Missouri
$206K +$15.8K +335 +8%
SS
67
Sunbelt Securities
Texas
$169K +$72.3K +1,535 +75%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$163K +$163K +3,300 New
GRP
69
Global Retirement Partners
California
$144K -$330 -7 -0.2%
FCA
70
FinTrust Capital Advisors
South Carolina
$131K +$801 +17 +0.6%
CAL
71
Capital Advisors Ltd
Ohio
$122K
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$121K
SPIA
73
Steward Partners Investment Advisory
New York
$120K
TSWM
74
Tyler-Stone Wealth Management
Ohio
$111K +$66.6K +1,415 +150%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$82.7K +$48.2K +1,023 +140%