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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

120 hedge funds and large institutions have $224M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-8
Holders Change %
-6.25%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
101
Golden State Wealth Management
California
$34.1K +$10.8K +232 +46%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$34K
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$28.6K -$1.54K -33 -5%
PA
104
Parallel Advisors
California
$27K -$2.19K -47 -7%
GEA
105
Glen Eagle Advisors
New Jersey
$18.3K +$46 +1 +0.3%
CA
106
CoreCap Advisors
Michigan
$16.5K
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K
RF
108
Roxbury Financial
New Jersey
$13K +$99 +2 +0.8%
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.44K
GWM
110
Geneos Wealth Management
Colorado
$9.3K +$3.49K +75 +60%
ACA
111
Aptus Capital Advisors
Alabama
$8.93K
GWANC
112
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.93K
Wells Fargo
113
Wells Fargo
California
$8.54K +$8.49K +183 +18,300%
T
114
Transce3nd
Texas
$6.65K
MSG
115
Main Street Group
Virginia
$5.11K
NA
116
NewEdge Advisors
Louisiana
$3.58K
SAM
117
Smartleaf Asset Management
Massachusetts
$2.47K
US Bancorp
118
US Bancorp
Minnesota
$2.14K
C
119
Covestor
United Kingdom
$2K -$500 -11 -20%
NP
120
NorthRock Partners
Minnesota
$1.72K +$1.72K +37 New
HWAM
121
Hennion & Walsh Asset Management
New Jersey
-$25.4M -496,040 Closed
IAA
122
Independent Advisor Alliance
North Carolina
-$7.22M -140,985 Closed
AC
123
Avestar Capital
New York
-$5.57M -108,624 Closed
OC
124
Optima Capital
Oregon
-$978K -19,085 Closed
Goldman Sachs
125
Goldman Sachs
New York
-$533K -10,406 Closed