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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

123 hedge funds and large institutions have $231M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

29% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 49

Holders
123
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
GSEP
51
Golden State Equity Partners
California
$633K
SA
52
Sovran Advisors
California
$619K
VF
53
Virtu Financial
New York
$586K
HIA
54
Harbor Investment Advisory
Maryland
$585K
TFG
55
Team Financial Group
California
$585K
OC
56
Oppenheimer & Co
New York
$562K
CWM
57
Collaborative Wealth Management
Florida
$532K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$483K
VWM
59
Venturi Wealth Management
Texas
$459K
SFM
60
Signet Financial Management
New Jersey
$451K
CM
61
Capital Management
Virginia
$450K
WCP
62
Wealthcare Capital Partners
Pennsylvania
$425K
OWM
63
Opes Wealth Management
California
$407K
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$399K
JGCM
65
Joseph Group Capital Management
Ohio
$385K
SPIA
66
Steward Partners Investment Advisory
New York
$369K
RAM
67
Redmond Asset Management
Virginia
$364K
AWA
68
Arkadios Wealth Advisors
Georgia
$361K
RWB
69
RMR Wealth Builders
New Jersey
$343K
ADL
70
Asset Dedication LLC
California
$321K
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$321K
CFP
72
Cascade Financial Partners
California
$316K
Bessemer Group
73
Bessemer Group
New Jersey
$314K
WH
74
Willner & Heller
California
$310K
Jones Financial Companies
75
Jones Financial Companies
Missouri
$301K