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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

128 hedge funds and large institutions have $295M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+20
Holders Change %
+18.52%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
47
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIA
51
Harbor Investment Advisory
Maryland
$819K 15,977 +7 +0%
Creative Planning
52
Creative Planning
Kansas
$810K 15,818 -669 -4%
AA
53
Armis Advisers
Georgia
$809K 15,790 +15,790 New
CWM
54
Collaborative Wealth Management
Florida
$742K 14,478 -1,282 -8%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$683K 13,329 +1,617 +14%
OC
56
Oppenheimer & Co
New York
$609K 11,893 +5,812 +96%
SA
57
Sanctuary Advisors
Indiana
$607K 11,652 -25,581 -69%
SA
58
Sovran Advisors
California
$581K 11,426 +11,426 New
SWP
59
Stratos Wealth Partners
Ohio
$578K 11,273 +11,273 New
Goldman Sachs
60
Goldman Sachs
New York
$533K 10,406 +10,406 New
GSEP
61
Golden State Equity Partners
California
$473K 9,225 -2,026 -18%
WCP
62
Wealthcare Capital Partners
Pennsylvania
$464K 9,054 +9,054 New
CM
63
Capital Management
Virginia
$461K 9,000
KAS
64
Kestra Advisory Services
Texas
$443K 8,650 +3,447 +66%
AQR Capital Management
65
AQR Capital Management
Connecticut
$428K 8,357 +8,357 New
RAM
66
Redmond Asset Management
Virginia
$351K 6,850 +1,430 +26%
WH
67
Willner & Heller
California
$348K 6,791 +6,791 New
CB
68
Cadence Bank
Mississippi
$332K 6,489 -279 -4%
ADL
69
Asset Dedication LLC
California
$329K 6,424
CFP
70
Cascade Financial Partners
California
$324K 6,330
SS
71
Sunbelt Securities
Texas
$320K 6,275 +350 +6%
RWB
72
RMR Wealth Builders
New Jersey
$319K 6,229 +35 +0.6%
OWM
73
Opes Wealth Management
California
$300K 5,865 +1,080 +23%
FHA
74
Flagship Harbor Advisors
Massachusetts
$293K 5,727
AC
75
Avant Capital
Louisiana
$287K 5,604 +5,604 New