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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

43 hedge funds and large institutions have $40.3M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LW
1
Linscomb Wealth
Texas
$10.3M +$350K +10,197 +4%
Morgan Stanley
2
Morgan Stanley
New York
$5.78M -$3M -87,223 -34%
CCA
3
Clearwater Capital Advisors
Illinois
$3.64M -$65.1K -1,896 -2%
LCM
4
LVM Capital Management
Michigan
$2.43M +$95.8K +2,790 +4%
LPL Financial
5
LPL Financial
California
$1.91M -$296K -8,610 -13%
SBL
6
Sargent Bickham Lagudis
Colorado
$1.85M -$176K -5,129 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.78M -$168K -4,896 -9%
SCA
8
Stokes Capital Advisors
South Carolina
$1.62M +$99.5K +2,896 +7%
Bank of America
9
Bank of America
North Carolina
$1.31M -$507K -14,762 -28%
UBS Group
10
UBS Group
Switzerland
$1.12M -$361K -10,516 -24%
RJA
11
Raymond James & Associates
Florida
$980K +$224K +6,530 +30%
SIA
12
Starfire Investment Advisers
Michigan
$873K +$873K +25,426 New
Jane Street
13
Jane Street
New York
$809K -$386K -11,248 -32%
IA
14
IFP Advisors
Florida
$703K
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$631K +$631K +18,355 New
CBN
16
Cadence Bank NA
Texas
$592K +$77.3K +2,250 +15%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$542K +$134K +3,901 +33%
SFM
18
Signet Financial Management
New Jersey
$497K +$244K +7,090 +96%
SHA
19
Seneca House Advisors
Virginia
$415K -$30.1K -875 -7%
NFG
20
Next Financial Group
Texas
$378K +$378K +11,001 New
DP
21
Denver PWM
Colorado
$356K +$8.45K +238 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$314K -$888K -25,873 -74%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$296K -$13.4K -390 -4%
CM
24
Capital Management
Virginia
$249K -$17.1K -500 -6%
Citigroup
25
Citigroup
New York
$225K -$101K -2,965 -31%