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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

79 hedge funds and large institutions have $100M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
30
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$17.1M 475,635 +4,315 +0.9%
UBS Group
2
UBS Group
Switzerland
$10.4M 288,107 -6,637 -2%
VWM
3
Venturi Wealth Management
Texas
$8.68M 241,547 +7,960 +3%
Morgan Stanley
4
Morgan Stanley
New York
$8.3M 230,769 -97,637 -30%
LW
5
Linscomb Wealth
Texas
$7.05M 196,108 -2,837 -1%
Bank of America
6
Bank of America
North Carolina
$6.45M 179,488 +5,388 +3%
LPL Financial
7
LPL Financial
California
$6.26M 174,253 +6,102 +4%
RJA
8
Raymond James & Associates
Florida
$5.63M 156,708 +3,562 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.69M 102,507 +9,576 +10%
AF
10
Allworth Financial
California
$3.31M 92,131 -17,704 -16%
LCM
11
LVM Capital Management
Michigan
$2.32M 64,426 +17,443 +37%
XF
12
XML Financial
Maryland
$2.12M 58,891 +5,382 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.01M 55,940 -63,206 -53%
C
14
Certuity
Florida
$1.81M 50,422 -228 -0.5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.25M 34,771 +29,378 +545%
JGCM
16
Joseph Group Capital Management
Ohio
$1.11M 30,799 -351 -1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.02M 28,340 +6,891 +32%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$968K 26,935 +6,330 +31%
WIM
19
Waverton Investment Management
United Kingdom
$898K 22,540
SFM
20
Signet Financial Management
New Jersey
$842K 23,415 +733 +3%
CWM
21
Collaborative Wealth Management
Florida
$736K 20,468 +1,482 +8%
Creative Planning
22
Creative Planning
Kansas
$730K 20,299 -175 -0.9%
5L
23
55I LLC
Massachusetts
$485K 13,496 +2,974 +28%
MLA
24
My Legacy Advisors
Oregon
$450K 12,073 +1,782 +17%
T
25
TRUADVICE
Florida
$448K 10,937 -226 -2%