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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

89 hedge funds and large institutions have $195M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
27
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$34.7K 732
IWP
77
IAG Wealth Partners
Wisconsin
$31.2K 658
PA
78
Parallel Advisors
California
$29.7K 627
IGWM
79
ICA Group Wealth Management
Colorado
$28K 591 +591 New
GWM
80
Geneos Wealth Management
Colorado
$10.7K 225
GEA
81
Glen Eagle Advisors
New Jersey
$9.49K 200
GWANC
82
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.11K 192
ACA
83
Aptus Capital Advisors
Alabama
$9.11K 192
BCMLT
84
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.36K 203
IPW
85
Impact Partnership Wealth
Georgia
$7.88K 166
NA
86
NewEdge Advisors
Louisiana
$7.59K 160 -3 -2%
MSG
87
Main Street Group
Virginia
$7.59K 159 +159 New
ASN
88
Advisory Services Network
Georgia
$7.33K 155 +155 New
C
89
Covestor
United Kingdom
$3K 54 +1 +2%
SAM
90
Smartleaf Asset Management
Massachusetts
$2.54K 53 +53 New
BCI
91
Brinker Capital Investments
Pennsylvania
-16,025 Closed
OPS
92
Orion Portfolio Solutions
Nebraska
-16,025 Closed
ARC
93
Advisor Resource Council
Texas
-8,665 Closed
AWM
94
Avior Wealth Management
Nebraska
-2,164 Closed
RIA
95
Realta Investment Advisors
Delaware
-1,271 Closed
PTC
96
Private Trust Company
Ohio
-677 Closed
FRA
97
Front Row Advisors
California
-121 Closed
CFGS
98
Concourse Financial Group Securities
Alabama