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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

60 hedge funds and large institutions have $65.6M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
19
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LW
1
Linscomb Wealth
Texas
$11M -$330K -8,354 -3%
UBS Group
2
UBS Group
Switzerland
$8.03M +$6.58M +166,442 +454%
PWS
3
Private Wealth Strategies
Ohio
$7.04M +$644K +16,280 +10%
Bank of America
4
Bank of America
North Carolina
$6.11M +$3.69M +93,315 +153%
Morgan Stanley
5
Morgan Stanley
New York
$4.63M +$347K +8,781 +8%
ACWM
6
Adams Chetwood Wealth Management
North Carolina
$3.88M +$258K +6,534 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.45M +$59.8K +1,512 +3%
RJA
8
Raymond James & Associates
Florida
$2.19M +$249K +6,295 +13%
LPL Financial
9
LPL Financial
California
$1.91M +$190K +4,794 +11%
XF
10
XML Financial
Maryland
$1.9M -$6.72K -170 -0.4%
LCM
11
LVM Capital Management
Michigan
$1.69M -$1.98K -50 -0.1%
MA
12
Mutual Advisors
Nebraska
$1.63M +$179K +4,535 +12%
William Blair & Company
13
William Blair & Company
Illinois
$1.51M +$1.15M +28,977 +318%
T
14
TRUADVICE
Florida
$1.34M -$232K -5,612 -15%
SFM
15
Signet Financial Management
New Jersey
$1.05M +$35.7K +903 +4%
Creative Planning
16
Creative Planning
Kansas
$796K -$59.2K -1,496 -7%
WIM
17
Waverton Investment Management
United Kingdom
$741K +$168K +3,530 +29%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$661K -$116K -2,940 -15%
IA
19
IFP Advisors
Florida
$486K +$86.3K +2,191 +22%
CCA
20
Clearwater Capital Advisors
Illinois
$469K -$22.9K -579 -5%
PAG
21
Private Advisor Group
New Jersey
$419K +$419K +10,619 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$406K -$74K -1,871 -15%
NFG
23
Next Financial Group
Texas
$401K +$42.7K +1,080 +12%
CM
24
Capital Management
Virginia
$356K
PGAM
25
Princeton Global Asset Management
New Jersey
$354K +$354K +8,939 New