DGRS icon

WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

124 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, 50 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)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
124
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
CFD
101
Creative Financial Designs
Indiana
$80.7K
NS
102
NBC Securities
Alabama
$76.8K
GSWM
103
Golden State Wealth Management
California
$69.6K
William Blair & Company
104
William Blair & Company
Illinois
$63.5K
RFP
105
Root Financial Partners
California
$63K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$59.4K
AA
107
Ancora Advisors
Ohio
$54.5K
AWM
108
AE Wealth Management
Kansas
$52K
AssetMark Inc
109
AssetMark Inc
California
$50.1K
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$30.8K
PA
111
Parallel Advisors
California
$29K
GEA
112
Glen Eagle Advisors
New Jersey
$19.9K
CA
113
CoreCap Advisors
Michigan
$17.7K
AC
114
AlphaCore Capital
California
$13.7K
PTC
115
Private Trust Company
Ohio
$11.5K
Comerica Bank
116
Comerica Bank
Texas
$9.95K
ACA
117
Aptus Capital Advisors
Alabama
$9.6K
CIAS
118
Capital Investment Advisory Services
North Carolina
$7.4K
GWM
119
Geneos Wealth Management
Colorado
$5K
MSG
120
Main Street Group
Virginia
$4.24K
NA
121
NewEdge Advisors
Louisiana
$3.85K
SAM
122
Smartleaf Asset Management
Massachusetts
$2.64K
C
123
Covestor
United Kingdom
$2K
EWM
124
Evolution Wealth Management
Florida
$1.05K
ARC
125
Advisor Resource Council
Texas