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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

122 hedge funds and large institutions have $230M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 8 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

27% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 48

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
GSWM
101
Golden State Wealth Management
California
$69.6K
William Blair & Company
102
William Blair & Company
Illinois
$63.5K
RFP
103
Root Financial Partners
California
$63K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$59.4K
AA
105
Ancora Advisors
Ohio
$54.5K
AWM
106
AE Wealth Management
Kansas
$52K
AssetMark Inc
107
AssetMark Inc
California
$50.1K
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$30.8K
PA
109
Parallel Advisors
California
$29K
GEA
110
Glen Eagle Advisors
New Jersey
$19.9K
CA
111
CoreCap Advisors
Michigan
$17.7K
AC
112
AlphaCore Capital
California
$13.7K
PTC
113
Private Trust Company
Ohio
$11.5K
Comerica Bank
114
Comerica Bank
Texas
$9.95K
ACA
115
Aptus Capital Advisors
Alabama
$9.6K
CIAS
116
Capital Investment Advisory Services
North Carolina
$7.4K
GWM
117
Geneos Wealth Management
Colorado
$5K
MSG
118
Main Street Group
Virginia
$4.24K
NA
119
NewEdge Advisors
Louisiana
$3.85K
SAM
120
Smartleaf Asset Management
Massachusetts
$2.64K
C
121
Covestor
United Kingdom
$2K
EWM
122
Evolution Wealth Management
Florida
$1.05K
ARC
123
Advisor Resource Council
Texas
AA
124
Armis Advisers
Georgia
CIA
125
Concurrent Investment Advisors
Florida