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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

119 hedge funds and large institutions have $221M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $224M → $221M (-$2.62M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$611K
SA
52
Sovran Advisors
California
$592K
CWM
53
Collaborative Wealth Management
Florida
$564K
GSEP
54
Golden State Equity Partners
California
$560K
OC
55
Oppenheimer & Co
New York
$548K
AA
56
Armis Advisers
Georgia
$533K
MWM
57
Modern Wealth Management
Kansas
$522K
SFM
58
Signet Financial Management
New Jersey
$452K
WH
59
Willner & Heller
California
$449K
VWM
60
Venturi Wealth Management
Texas
$427K
CM
61
Capital Management
Virginia
$419K
WCP
62
Wealthcare Capital Partners
Pennsylvania
$393K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$383K
KAS
64
Kestra Advisory Services
Texas
$370K
JGCM
65
Joseph Group Capital Management
Ohio
$364K
OWM
66
Opes Wealth Management
California
$350K
SPIA
67
Steward Partners Investment Advisory
New York
$347K
RAM
68
Redmond Asset Management
Virginia
$345K
SS
69
Sunbelt Securities
Texas
$321K
RWB
70
RMR Wealth Builders
New Jersey
$321K
ADL
71
Asset Dedication LLC
California
$299K
AQR Capital Management
72
AQR Capital Management
Connecticut
$296K
CFP
73
Cascade Financial Partners
California
$295K
AWA
74
Arkadios Wealth Advisors
Georgia
$287K
FHA
75
Flagship Harbor Advisors
Massachusetts
$267K