DGRS icon

WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

67 hedge funds and large institutions have $102M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
27
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
$19.3M 435,278 -37,712 -8%
LW
2
Linscomb Wealth
Texas
$11M 248,054 -10,433 -4%
Bank of America
3
Bank of America
North Carolina
$10.7M 241,982 -32,009 -12%
PWS
4
Private Wealth Strategies
Ohio
$10M 225,938 +12,060 +6%
Morgan Stanley
5
Morgan Stanley
New York
$8.84M 199,157 +32,848 +20%
RJA
6
Raymond James & Associates
Florida
$4.94M 111,302 -5,580 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.79M 106,209 +6,061 +6%
LPL Financial
8
LPL Financial
California
$4.67M 105,345 +20,275 +24%
ACWM
9
Adams Chetwood Wealth Management
North Carolina
$4.53M 102,107 -650 -0.6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.15M 70,989 +2,864 +4%
XF
11
XML Financial
Maryland
$2.15M 48,340 +5,144 +12%
LCM
12
LVM Capital Management
Michigan
$1.88M 42,350 -65 -0.2%
PAG
13
Private Advisor Group
New Jersey
$1.22M 27,446 +13,746 +100%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.18M 26,612 +22,078 +487%
WIM
15
Waverton Investment Management
United Kingdom
$1.1M 20,560 +970 +5%
SFM
16
Signet Financial Management
New Jersey
$1.05M 23,544 +572 +2%
William Blair & Company
17
William Blair & Company
Illinois
$994K 22,411 +1,001 +5%
Creative Planning
18
Creative Planning
Kansas
$939K 21,162 +40 +0.2%
FTUS
19
Flow Traders U.S.
New York
$730K 16,463 -465 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$670K 15,084 +2,793 +23%
HighTower Advisors
21
HighTower Advisors
Illinois
$615K 14,074 -5,978 -30%
PGAM
22
Princeton Global Asset Management
New Jersey
$592K 13,343 -137 -1%
T
23
TRUADVICE
Florida
$550K 11,360 -21,131 -65%
NFG
24
Next Financial Group
Texas
$521K 11,747 +955 +9%
CM
25
Capital Management
Virginia
$399K 9,000