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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
Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
52
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
76
Beacon Financial Advisory
Ohio
$248K -$47.9K -1,030 -16%
CPIG
77
Chicago Partners Investment Group
Illinois
$243K +$594 +12 +0.2%
AC
78
Avant Capital
Louisiana
$237K -$18.9K -407 -7%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$226K +$140K +2,990 +163%
CIA
80
Concurrent Investment Advisors
Florida
$225K -$131K -2,811 -37%
QP
81
Quartz Partners
New York
$223K +$838 +18 +0.4%
Stifel Financial
82
Stifel Financial
Missouri
$221K +$791 +17 +0.4%
CB
83
Cadence Bank
Mississippi
$215K
CSP
84
Cary Street Partners
Virginia
$209K
RFG
85
REAP Financial Group
Texas
$184K -$11.1K -239 -6%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$154K
CF
87
Centaurus Financial
California
$147K +$147K +3,167 New
GRP
88
Global Retirement Partners
California
$142K +$142K +3,040 New
OP
89
ORG Partners
Indiana
$138K +$9.56K +200 +7%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$121K
CAL
91
Capital Advisors Ltd
Ohio
$121K
SS
92
SBI Securities
Japan
$102K +$465 +10 +0.5%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$98.9K -$13.5K -289 -12%
CFD
94
Creative Financial Designs
Indiana
$91.1K -$7.49K -161 -8%
NS
95
NBC Securities
Alabama
$71K +$1.52K +33 +2%
GSWM
96
Golden State Wealth Management
California
$64.7K +$30.6K +657 +90%
William Blair & Company
97
William Blair & Company
Illinois
$59.1K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$55.3K +$21.3K +457 +62%
AA
99
Ancora Advisors
Ohio
$50.8K
AWM
100
AE Wealth Management
Kansas
$47.8K -$136K -2,922 -74%