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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

84 hedge funds and large institutions have $106M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
28
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$20.6M 495,994 +6,155 +1%
UBS Group
2
UBS Group
Switzerland
$12.1M 291,204 +2,350 +0.8%
LPL Financial
3
LPL Financial
California
$8.46M 203,628 +37,037 +22%
LW
4
Linscomb Wealth
Texas
$7.77M 187,001 -3,996 -2%
Morgan Stanley
5
Morgan Stanley
New York
$7.25M 174,307 +16,303 +10%
RJA
6
Raymond James & Associates
Florida
$6.58M 158,216 +2,307 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.74M 139,944 +14,256 +11%
Bank of America
8
Bank of America
North Carolina
$5.16M 124,193 -42,497 -25%
LCM
9
LVM Capital Management
Michigan
$3.6M 86,696 +14,920 +21%
XF
10
XML Financial
Maryland
$2.81M 67,654 +7,682 +13%
C
11
Certuity
Florida
$1.98M 47,611 +2,994 +7%
BFM
12
Boston Financial Management
Massachusetts
$1.9M 45,628 +2,423 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.77M 42,460 +3,517 +9%
KIA
14
KLR Investment Advisors
Rhode Island
$1.43M 34,417 +1,446 +4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.27M 30,660 +16,258 +113%
JGCM
16
Joseph Group Capital Management
Ohio
$1.18M 28,478 -846 -3%
CWM
17
Collaborative Wealth Management
Florida
$1.17M 28,151 +4,052 +17%
AF
18
Allworth Financial
California
$1.14M 27,308 -23,934 -47%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.01M 24,233 -1,299 -5%
WIM
20
Waverton Investment Management
United Kingdom
$982K 21,440
SFM
21
Signet Financial Management
New Jersey
$839K 20,183 -1,706 -8%
WDL
22
Well Done LLC
Michigan
$774K 18,624 +849 +5%
Creative Planning
23
Creative Planning
Kansas
$716K 17,231 -149 -0.9%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$713K 17,161 +3,683 +27%
OPS
25
Orion Portfolio Solutions
Nebraska
$547K 13,160 +3,000 +30%