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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

83 hedge funds and large institutions have $117M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
27
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$18.7M 471,320 +10,475 +2%
Morgan Stanley
2
Morgan Stanley
New York
$13M 328,406 +31,011 +10%
UBS Group
3
UBS Group
Switzerland
$11.7M 294,744 -126,217 -30%
VWM
4
Venturi Wealth Management
Texas
$9.27M 233,587 +369 +0.2%
LW
5
Linscomb Wealth
Texas
$7.9M 198,945 -18,430 -8%
Bank of America
6
Bank of America
North Carolina
$6.91M 174,100 +4,815 +3%
LPL Financial
7
LPL Financial
California
$6.67M 168,151 +13,772 +9%
RJA
8
Raymond James & Associates
Florida
$6.08M 153,146 -4,065 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.77M 119,146 +3,999 +3%
AF
10
Allworth Financial
California
$4.36M 109,835 +109,835 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.69M 92,931 +11,739 +14%
XF
12
XML Financial
Maryland
$2.12M 53,509 +2,163 +4%
C
13
Certuity
Florida
$2.01M 50,650 +50,650 New
LCM
14
LVM Capital Management
Michigan
$1.87M 46,983 +3,910 +9%
AWM
15
AE Wealth Management
Kansas
$1.52M 38,304 +22,775 +147%
JGCM
16
Joseph Group Capital Management
Ohio
$1.24M 31,150 +949 +3%
WIM
17
Waverton Investment Management
United Kingdom
$1.01M 22,540 +450 +2%
SFM
18
Signet Financial Management
New Jersey
$900K 22,682 -413 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$851K 21,449 +21,449 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$818K 20,605 +1,522 +8%
Creative Planning
21
Creative Planning
Kansas
$813K 20,474 -280 -1%
CWM
22
Collaborative Wealth Management
Florida
$754K 18,986 +18,986 New
PAG
23
Private Advisor Group
New Jersey
$747K 18,819 +2,189 +13%
KAS
24
Kestra Advisory Services
Texas
$659K 16,594 +16,594 New
PGAM
25
Princeton Global Asset Management
New Jersey
$512K 12,892 -617 -5%