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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

74 hedge funds and large institutions have $122M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
35
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$20.6M 460,845 +224,802 +95%
UBS Group
2
UBS Group
Switzerland
$18.8M 420,961 +14,537 +4%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M 297,395 +70,568 +31%
VWM
4
Venturi Wealth Management
Texas
$10.4M 233,218 +19,070 +9%
LW
5
Linscomb Wealth
Texas
$9.7M 217,375 -8,885 -4%
Bank of America
6
Bank of America
North Carolina
$7.55M 169,285 +6,134 +4%
RJA
7
Raymond James & Associates
Florida
$7.02M 157,211 +37,888 +32%
LPL Financial
8
LPL Financial
California
$6.89M 154,379 +4,164 +3%
ACWM
9
Adams Chetwood Wealth Management
North Carolina
$4.62M 103,457 +632 +0.6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.62M 81,192 +5,416 +7%
XF
11
XML Financial
Maryland
$2.29M 51,346 +966 +2%
LCM
12
LVM Capital Management
Michigan
$1.92M 43,073 +2,175 +5%
JGCM
13
Joseph Group Capital Management
Ohio
$1.35M 30,201 -685 -2%
WIM
14
Waverton Investment Management
United Kingdom
$1.18M 22,090 +70 +0.3%
SFM
15
Signet Financial Management
New Jersey
$1.03M 23,095 -340 -1%
Creative Planning
16
Creative Planning
Kansas
$926K 20,754 +3 +0%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$852K 19,083 +1,652 +9%
PAG
18
Private Advisor Group
New Jersey
$742K 16,630 +1,197 +8%
AWM
19
AE Wealth Management
Kansas
$693K 15,529 +15,529 New
PGAM
20
Princeton Global Asset Management
New Jersey
$603K 13,509 -625 -4%
AWS
21
Atria Wealth Solutions
New York
$519K 11,641 +11,641 New
T
22
TRUADVICE
Florida
$470K 11,193 -481 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$441K 115,147 +6,012 +6%
HighTower Advisors
24
HighTower Advisors
Illinois
$437K 9,779 -2,747 -22%
CM
25
Capital Management
Virginia
$402K 9,000