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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

68 hedge funds and large institutions have $107M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
24
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$22M 472,990 +56,469 +14%
Bank of America
2
Bank of America
North Carolina
$12.7M 273,991 +2,247 +0.8%
LW
3
Linscomb Wealth
Texas
$12M 258,487 -6,551 -2%
PWS
4
Private Wealth Strategies
Ohio
$9.94M 213,878 +6,347 +3%
Morgan Stanley
5
Morgan Stanley
New York
$7.73M 166,309 -5,315 -3%
RJA
6
Raymond James & Associates
Florida
$5.43M 116,882 +66,708 +133%
ACWM
7
Adams Chetwood Wealth Management
North Carolina
$4.78M 102,757 +2,373 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.69M 100,148 +35,153 +54%
LPL Financial
9
LPL Financial
California
$3.95M 85,070 +30,620 +56%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.17M 68,125 +5,772 +9%
XF
11
XML Financial
Maryland
$2.01M 43,196 -1,312 -3%
LCM
12
LVM Capital Management
Michigan
$1.97M 42,415 +220 +0.5%
T
13
TRUADVICE
Florida
$1.46M 32,491 +2,984 +10%
AWM
14
AE Wealth Management
Kansas
$1.09M 23,523 +23,523 New
SFM
15
Signet Financial Management
New Jersey
$1.07M 22,972 -857 -4%
WIM
16
Waverton Investment Management
United Kingdom
$1.07M 19,590 +3,270 +20%
William Blair & Company
17
William Blair & Company
Illinois
$995K 21,410 -14,073 -40%
Creative Planning
18
Creative Planning
Kansas
$982K 21,122 +9 +0%
HighTower Advisors
19
HighTower Advisors
Illinois
$924K 20,052 -2,611 -12%
FTUS
20
Flow Traders U.S.
New York
$787K 16,928 +16,928 New
IMC Chicago
21
IMC Chicago
Illinois
$727K 15,652 -46 -0.3%
PAG
22
Private Advisor Group
New Jersey
$637K 13,700 +908 +7%
PGAM
23
Princeton Global Asset Management
New Jersey
$626K 13,480 +3,296 +32%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$571K 12,291 -9,058 -42%
NFG
25
Next Financial Group
Texas
$502K 10,792 +913 +9%