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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

74 hedge funds and large institutions have $118M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
25
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$19.3M 406,424 -28,854 -7%
PWS
2
Private Wealth Strategies
Ohio
$11.2M 236,043 +10,105 +4%
Morgan Stanley
3
Morgan Stanley
New York
$10.8M 226,827 +27,670 +14%
LW
4
Linscomb Wealth
Texas
$10.8M 226,260 -21,794 -9%
VWM
5
Venturi Wealth Management
Texas
$10.2M 214,148 +214,148 New
Bank of America
6
Bank of America
North Carolina
$7.77M 163,151 -78,831 -33%
LPL Financial
7
LPL Financial
California
$7.15M 150,215 +44,870 +43%
RJA
8
Raymond James & Associates
Florida
$5.68M 119,323 +8,021 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.2M 109,135 +2,926 +3%
ACWM
10
Adams Chetwood Wealth Management
North Carolina
$4.89M 102,825 +718 +0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.61M 75,776 +4,787 +7%
XF
12
XML Financial
Maryland
$2.4M 50,380 +2,040 +4%
LCM
13
LVM Capital Management
Michigan
$1.95M 40,898 -1,452 -3%
JGCM
14
Joseph Group Capital Management
Ohio
$1.47M 30,886 +30,886 New
WIM
15
Waverton Investment Management
United Kingdom
$1.17M 22,020 +1,460 +7%
William Blair & Company
16
William Blair & Company
Illinois
$1.14M 23,963 +1,552 +7%
SFM
17
Signet Financial Management
New Jersey
$1.12M 23,435 -109 -0.5%
Creative Planning
18
Creative Planning
Kansas
$988K 20,751 -411 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$829K 17,431 +2,347 +16%
PAG
20
Private Advisor Group
New Jersey
$734K 15,433 -12,013 -44%
PGAM
21
Princeton Global Asset Management
New Jersey
$673K 14,134 +791 +6%
CWM
22
Collaborative Wealth Management
Florida
$617K 12,969 +12,969 New
HighTower Advisors
23
HighTower Advisors
Illinois
$596K 12,526 -1,548 -11%
NFG
24
Next Financial Group
Texas
$565K 11,866 +119 +1%
T
25
TRUADVICE
Florida
$529K 11,674 +314 +3%