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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

120 hedge funds and large institutions have $224M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-8
Holders Change %
-6.25%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$239K -$163K -3,501 -40%
PAS
77
Park Avenue Securities
New York
$231K -$5.76K -124 -2%
QP
78
Quartz Partners
New York
$222K +$1.72K +37 +0.8%
Stifel Financial
79
Stifel Financial
Missouri
$220K +$1.77K +38 +0.8%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$219K +$21.4K +461 +11%
CPIG
81
Chicago Partners Investment Group
Illinois
$215K -$17.1K -389 -7%
CB
82
Cadence Bank
Mississippi
$215K -$87K -1,872 -29%
CSP
83
Cary Street Partners
Virginia
$209K +$209K +4,495 New
RFG
84
REAP Financial Group
Texas
$195K -$50.1K -1,077 -20%
AWM
85
AE Wealth Management
Kansas
$184K +$152K +3,270 +482%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$153K
OP
87
ORG Partners
Indiana
$126K +$89.2K +1,908 +242%
CAL
88
Capital Advisors Ltd
Ohio
$121K
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$121K -$35.2K -759 -23%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$112K +$63.9K +1,374 +132%
SS
91
SBI Securities
Japan
$102K +$3.16K +68 +3%
CFD
92
Creative Financial Designs
Indiana
$98.5K -$33.4K -719 -25%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$85.6K +$28.2K +605 +49%
NS
94
NBC Securities
Alabama
$70K +$70K +1,511 New
William Blair & Company
95
William Blair & Company
Illinois
$59.1K -$195K -4,200 -77%
AA
96
Ancora Advisors
Ohio
$50.7K
IWP
97
IAG Wealth Partners
Wisconsin
$49.6K +$19K +408 +62%
PTC
98
Private Trust Company
Ohio
$47.1K +$47.1K +1,013 New
SAM
99
S.A. Mason
Michigan
$46K
ARC
100
Advisor Resource Council
Texas
$37.4K +$37.4K +18,812 New