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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

123 hedge funds and large institutions have $231M 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, 49 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)

29% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 49

Holders
123
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
NS
101
NBC Securities
Alabama
$76.8K
GSWM
102
Golden State Wealth Management
California
$69.6K
William Blair & Company
103
William Blair & Company
Illinois
$63.5K
RFP
104
Root Financial Partners
California
$63K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$59.4K
AA
106
Ancora Advisors
Ohio
$54.5K
AWM
107
AE Wealth Management
Kansas
$52K
AssetMark Inc
108
AssetMark Inc
California
$50.1K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$30.8K
PA
110
Parallel Advisors
California
$29K
GEA
111
Glen Eagle Advisors
New Jersey
$19.9K
CA
112
CoreCap Advisors
Michigan
$17.7K
AC
113
AlphaCore Capital
California
$13.7K
PTC
114
Private Trust Company
Ohio
$11.5K
Comerica Bank
115
Comerica Bank
Texas
$9.95K
ACA
116
Aptus Capital Advisors
Alabama
$9.6K
CIAS
117
Capital Investment Advisory Services
North Carolina
$7.4K
GWM
118
Geneos Wealth Management
Colorado
$5K
MSG
119
Main Street Group
Virginia
$4.24K
NA
120
NewEdge Advisors
Louisiana
$3.85K
SAM
121
Smartleaf Asset Management
Massachusetts
$2.64K
C
122
Covestor
United Kingdom
$2K
EWM
123
Evolution Wealth Management
Florida
$1.05K
ARC
124
Advisor Resource Council
Texas
AA
125
Armis Advisers
Georgia