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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

124 hedge funds and large institutions have $215M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 14 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 funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $232M → $215M (-$17.2M)

35% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 52

Holders
124
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
William Blair & Company
101
William Blair & Company
Illinois
$58.1K
AA
102
Ancora Advisors
Ohio
$54.1K
AssetMark Inc
103
AssetMark Inc
California
$49.7K
AWM
104
AE Wealth Management
Kansas
$48.3K
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$30.6K
PMFA
106
Plante Moran Financial Advisors
Michigan
$21K
QA
107
Quattro Advisors
Pennsylvania
$20.7K
CA
108
CoreCap Advisors
Michigan
$17.6K
GEA
109
Glen Eagle Advisors
New Jersey
$14.8K
AC
110
AlphaCore Capital
California
$13.6K
PTC
111
Private Trust Company
Ohio
$11.5K
PA
112
Parallel Advisors
California
$10.5K
Comerica Bank
113
Comerica Bank
Texas
$9.87K
ACA
114
Aptus Capital Advisors
Alabama
$9.53K
CIAS
115
Capital Investment Advisory Services
North Carolina
$7.34K
EWM
116
Evolution Wealth Management
Florida
$6.05K
GWM
117
Geneos Wealth Management
Colorado
$4.96K
TCOV
118
Trust Company of Vermont
Vermont
$4.96K
NA
119
NewEdge Advisors
Louisiana
$3.62K
SAM
120
Smartleaf Asset Management
Massachusetts
$2.65K
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$2.43K
C
122
Covestor
United Kingdom
$2K
IAIM
123
International Assets Investment Management
Florida
$992
SWM
124
SHP Wealth Management
Massachusetts
$695
SFC
125
Strategic Financial Concepts
Texas