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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

60 hedge funds and large institutions have $61.9M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
21
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LW
1
Linscomb Wealth
Texas
$12.3M 327,297 -2,746 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$6.46M 171,267 +14,572 +9%
CCP
3
Cardan Capital Partners
Colorado
$5.92M 157,082 -445 -0.3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.87M 129,050 +3,343 +3%
ACWM
5
Adams Chetwood Wealth Management
North Carolina
$2.8M 74,190 +74,190 New
LCM
6
LVM Capital Management
Michigan
$2.67M 70,710 +1,000 +1%
AAS
7
Avantax Advisory Services
Texas
$2.42M 64,085 +74 +0.1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.37M 62,817 +7,964 +15%
RJA
9
Raymond James & Associates
Florida
$2.36M 62,496 +3,548 +6%
Bank of America
10
Bank of America
North Carolina
$2.25M 59,518 +17,805 +43%
Citadel Advisors
11
Citadel Advisors
Florida
$1.62M 43,040 +16,883 +65%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.5M 39,869 +2,619 +7%
CCA
13
Clearwater Capital Advisors
Illinois
$1.46M 38,823 -6,912 -15%
LPL Financial
14
LPL Financial
California
$1.32M 34,919 -1,136 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.07M 28,241 -1,022 -3%
CM
16
Capital Management
Virginia
$1.05M 27,850 +17,050 +158%
UBS Group
17
UBS Group
Switzerland
$997K 26,445 -4,682 -15%
SFM
18
Signet Financial Management
New Jersey
$921K 24,427 +446 +2%
SIA
19
Starfire Investment Advisers
Michigan
$894K 23,711 -229 -1%
CBN
20
Cadence Bank NA
Texas
$792K 21,000
DP
21
Denver PWM
Colorado
$730K 19,382 +1,975 +11%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$596K 15,793 -223 -1%
OFG
23
Omega Financial Group
California
$485K 12,866 -229 -2%
NFG
24
Next Financial Group
Texas
$324K 8,579 -4,697 -35%
EWM
25
EPG Wealth Management
Georgia
$290K 7,686 +7,686 New