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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

52 hedge funds and large institutions have $41.6M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
11
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LW
1
Linscomb Wealth
Texas
$8.8M -$500K -16,289 -5%
PWS
2
Private Wealth Strategies
Ohio
$4.96M +$726K +23,676 +17%
Morgan Stanley
3
Morgan Stanley
New York
$3.32M -$1.76M -57,388 -35%
ACWM
4
Adams Chetwood Wealth Management
North Carolina
$2.81M +$120K +3,899 +4%
Bank of America
5
Bank of America
North Carolina
$1.88M -$173K -5,617 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.86M +$70.6K +2,300 +4%
RJA
7
Raymond James & Associates
Florida
$1.51M -$54K -1,758 -3%
XF
8
XML Financial
Maryland
$1.48M +$1.48M +48,292 New
LPL Financial
9
LPL Financial
California
$1.34M -$277K -9,026 -17%
LCM
10
LVM Capital Management
Michigan
$1.31M -$662K -21,565 -34%
T
11
TRUADVICE
Florida
$1.25M +$1.25M +38,052 New
HighTower Advisors
12
HighTower Advisors
Illinois
$1.21M -$123K -4,054 -9%
MA
13
Mutual Advisors
Nebraska
$1.13M -$7.67K -250 -0.7%
UBS Group
14
UBS Group
Switzerland
$1.13M +$174K +5,650 +18%
SFM
15
Signet Financial Management
New Jersey
$851K +$11.8K +356 +1%
Creative Planning
16
Creative Planning
Kansas
$664K +$664K +21,613 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$604K -$22.3K -725 -4%
DP
18
Denver PWM
Colorado
$544K -$36.3K -1,182 -6%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$535K -$671K -21,868 -56%
WIM
20
Waverton Investment Management
United Kingdom
$496K
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$395K -$89.2K -2,903 -18%
CCA
22
Clearwater Capital Advisors
Illinois
$382K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$373K -$60.6K -1,971 -14%
IA
24
IFP Advisors
Florida
$310K +$300K +9,802 +2,891%
William Blair & Company
25
William Blair & Company
Illinois
$280K +$280K +9,105 New