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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

119 hedge funds and large institutions have $221M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $224M → $221M (-$2.62M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
119
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
PTC
101
Private Trust Company
Ohio
$47.2K
AssetMark Inc
102
AssetMark Inc
California
$46.6K
SAM
103
S.A. Mason
Michigan
$46.1K
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$28.7K
PA
105
Parallel Advisors
California
$27K
GEA
106
Glen Eagle Advisors
New Jersey
$18.4K
CA
107
CoreCap Advisors
Michigan
$16.5K
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K
AC
109
AlphaCore Capital
California
$12.8K
BCMLT
110
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.45K
GWANC
111
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.94K
ACA
112
Aptus Capital Advisors
Alabama
$8.94K
Wells Fargo
113
Wells Fargo
California
$8.56K
T
114
Transce3nd
Texas
$6.66K
GWM
115
Geneos Wealth Management
Colorado
$4.66K
MSG
116
Main Street Group
Virginia
$3.95K
NA
117
NewEdge Advisors
Louisiana
$3.58K
SAM
118
Smartleaf Asset Management
Massachusetts
$2.48K
C
119
Covestor
United Kingdom
$2K
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
VF
121
Virtu Financial
New York
OCM
122
Objective Capital Management
Ohio
PAS
123
Park Avenue Securities
New York
IWP
124
IAG Wealth Partners
Wisconsin
RF
125
Roxbury Financial
New Jersey