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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

82 hedge funds and large institutions have $104M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
26
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$19.7M 489,839 +14,204 +3%
UBS Group
2
UBS Group
Switzerland
$11.6M 288,854 +747 +0.3%
LW
3
Linscomb Wealth
Texas
$7.68M 190,997 -5,111 -3%
Bank of America
4
Bank of America
North Carolina
$6.7M 166,690 -12,798 -7%
LPL Financial
5
LPL Financial
California
$6.7M 166,591 -7,662 -4%
Morgan Stanley
6
Morgan Stanley
New York
$6.35M 158,004 -72,765 -32%
RJA
7
Raymond James & Associates
Florida
$6.27M 155,909 -799 -0.5%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.05M 125,688 +69,748 +125%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.57M 113,656 +11,149 +11%
LCM
10
LVM Capital Management
Michigan
$2.89M 71,776 +7,350 +11%
XF
11
XML Financial
Maryland
$2.41M 59,972 +1,081 +2%
AF
12
Allworth Financial
California
$2.06M 51,242 -40,889 -44%
C
13
Certuity
Florida
$1.79M 44,617 -5,805 -12%
BFM
14
Boston Financial Management
Massachusetts
$1.74M 43,205 +43,205 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.57M 38,943 +4,172 +12%
KIA
16
KLR Investment Advisors
Rhode Island
$1.33M 32,971 +32,971 New
JGCM
17
Joseph Group Capital Management
Ohio
$1.18M 29,324 -1,475 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.03M 25,532 -1,403 -5%
CWM
19
Collaborative Wealth Management
Florida
$969K 24,099 +3,631 +18%
WIM
20
Waverton Investment Management
United Kingdom
$943K 21,440 -1,100 -5%
SFM
21
Signet Financial Management
New Jersey
$880K 21,889 -1,526 -7%
WDL
22
Well Done LLC
Michigan
$715K 17,775 +17,775 New
Creative Planning
23
Creative Planning
Kansas
$699K 17,380 -2,919 -14%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$579K 14,402 -13,938 -49%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$542K 13,478 +13,437 +32,773%