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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

128 hedge funds and large institutions have $295M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+20
Holders Change %
+18.52%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
47
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$63.3K +$17.9K +350 +40%
AA
102
Ancora Advisors
Ohio
$55.9K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$53.3K +$51 +1 +0.1%
SAM
104
S.A. Mason
Michigan
$50.7K +$768 +15 +2%
OP
105
ORG Partners
Indiana
$40.4K +$40.4K +788 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$37.5K
AWM
107
AE Wealth Management
Kansas
$34.7K +$34.7K +678 New
IWP
108
IAG Wealth Partners
Wisconsin
$33.7K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$33.2K
PA
110
Parallel Advisors
California
$32.1K
GSWM
111
Golden State Wealth Management
California
$25.7K +$25.7K +501 New
CAS
112
Coppell Advisory Solutions
Texas
$20.4K +$5.1K +100 +33%
GEA
113
Glen Eagle Advisors
New Jersey
$20.1K +$9.78K +191 +95%
CA
114
CoreCap Advisors
Michigan
$18.1K
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K +$15.4K +300 New
RF
116
Roxbury Financial
New Jersey
$14.7K +$14.7K +261 New
BCMLT
117
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K
ACA
118
Aptus Capital Advisors
Alabama
$9.84K
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.84K
T
120
Transce3nd
Texas
$7.33K +$7.33K +143 New
GWM
121
Geneos Wealth Management
Colorado
$6.4K -$5.12K -100 -44%
MSG
122
Main Street Group
Virginia
$5.63K
NA
123
NewEdge Advisors
Louisiana
$3.95K
C
124
Covestor
United Kingdom
$3K +$491 +9 +20%
SAM
125
Smartleaf Asset Management
Massachusetts
$2.7K