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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

68 hedge funds and large institutions have $99.1M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
21
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$19.2M 416,521 +213,384 +105%
Bank of America
2
Bank of America
North Carolina
$12.5M 271,744 +117,320 +76%
LW
3
Linscomb Wealth
Texas
$12.2M 265,038 -13,162 -5%
PWS
4
Private Wealth Strategies
Ohio
$9.55M 207,531 +29,565 +17%
Morgan Stanley
5
Morgan Stanley
New York
$7.9M 171,624 +54,589 +47%
ACWM
6
Adams Chetwood Wealth Management
North Carolina
$4.62M 100,384 +2,404 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.01M 64,995 +59,906 +1,177%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.87M 62,353 +367 +0.6%
LPL Financial
9
LPL Financial
California
$2.51M 54,450 +6,175 +13%
RJA
10
Raymond James & Associates
Florida
$2.31M 50,174 -5,250 -9%
XF
11
XML Financial
Maryland
$2.05M 44,508 -3,614 -8%
LCM
12
LVM Capital Management
Michigan
$1.94M 42,195 -555 -1%
William Blair & Company
13
William Blair & Company
Illinois
$1.63M 35,483 -2,599 -7%
T
14
TRUADVICE
Florida
$1.39M 29,507 -2,933 -9%
SFM
15
Signet Financial Management
New Jersey
$1.1M 23,829 -2,810 -11%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.03M 22,663 +22,663 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$983K 21,349 +4,623 +28%
Creative Planning
18
Creative Planning
Kansas
$972K 21,113 +996 +5%
WIM
19
Waverton Investment Management
United Kingdom
$837K 16,320 +790 +5%
IMC Chicago
20
IMC Chicago
Illinois
$723K 15,698 +15,698 New
CWM
21
Collaborative Wealth Management
Florida
$676K 15,157 +15,157 New
PAG
22
Private Advisor Group
New Jersey
$589K 12,792 +2,173 +20%
DP
23
Denver PWM
Colorado
$544K 17,727 +17,727 New
IA
24
IFP Advisors
Florida
$501K 10,858 -1,474 -12%
PGAM
25
Princeton Global Asset Management
New Jersey
$469K 10,184 +1,245 +14%