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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

96 hedge funds and large institutions have $203M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
27
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
76
Ancora Advisors
Ohio
$54.2K
SAM
77
S.A. Mason
Michigan
$48.4K
TSWM
78
Tyler-Stone Wealth Management
Ohio
$46.9K +$46.9K +944 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$43.7K +$5.51K +111 +14%
HNB
80
Huntington National Bank
Ohio
$43.6K -$88.9K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$36.3K
IWP
82
IAG Wealth Partners
Wisconsin
$32.7K
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$32.2K -$101K -2,026 -76%
PA
84
Parallel Advisors
California
$31.1K
IGWM
85
ICA Group Wealth Management
Colorado
$29.3K
CA
86
CoreCap Advisors
Michigan
$17.8K +$17.8K +359 New
GWM
87
Geneos Wealth Management
Colorado
$11.2K
BCMLT
88
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.1K
GEA
89
Glen Eagle Advisors
New Jersey
$9.93K
ACA
90
Aptus Capital Advisors
Alabama
$9.53K
GWANC
91
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.53K
IPW
92
Impact Partnership Wealth
Georgia
$8.24K
NA
93
NewEdge Advisors
Louisiana
$7.94K
MSG
94
Main Street Group
Virginia
$7.86K +$49 +1 +0.6%
FRA
95
Front Row Advisors
California
$6.01K +$6.01K +121 New
C
96
Covestor
United Kingdom
$3K
SAM
97
Smartleaf Asset Management
Massachusetts
$2.62K
SWP
98
Stratos Wealth Partners
Ohio
-$1.58M -33,256 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$904K -19,061 Closed
CIBC World Market
100
CIBC World Market
Ontario, Canada
-$841K -17,727 Closed