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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

122 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 13 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $232M → $215M (-$17.4M)

35% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 52

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