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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

83 hedge funds and large institutions have $119M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$21.6M 508,583 +12,589 +3%
UBS Group
2
UBS Group
Switzerland
$11.8M 278,114 -13,090 -4%
LPL Financial
3
LPL Financial
California
$11.1M 261,898 +58,270 +29%
Morgan Stanley
4
Morgan Stanley
New York
$8.37M 197,215 +22,908 +13%
LW
5
Linscomb Wealth
Texas
$7.31M 172,270 -14,731 -8%
RJA
6
Raymond James & Associates
Florida
$6.7M 157,878 -338 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.97M 141,366 +1,422 +1%
Bank of America
8
Bank of America
North Carolina
$5.38M 126,816 +2,623 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.27M 124,178 +5,878 +5%
LCM
10
LVM Capital Management
Michigan
$3.9M 91,806 +5,110 +6%
XF
11
XML Financial
Maryland
$2.95M 69,596 +1,942 +3%
BFM
12
Boston Financial Management
Massachusetts
$1.95M 46,010 +382 +0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.8M 42,526 +66 +0.2%
C
14
Certuity
Florida
$1.73M 40,877 -6,734 -14%
SWP
15
Stratos Wealth Partners
Ohio
$1.52M 35,721 +35,721 New
KIA
16
KLR Investment Advisors
Rhode Island
$1.51M 35,552 +1,135 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.48M 34,923 +4,263 +14%
CWM
18
Collaborative Wealth Management
Florida
$1.32M 31,135 +2,984 +11%
JGCM
19
Joseph Group Capital Management
Ohio
$1.31M 30,870 +2,392 +8%
AF
20
Allworth Financial
California
$1.06M 24,948 -2,360 -9%
WIM
21
Waverton Investment Management
United Kingdom
$976K 20,990 -450 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$971K 22,877 -1,356 -6%
SFM
23
Signet Financial Management
New Jersey
$846K 19,935 -248 -1%
WDL
24
Well Done LLC
Michigan
$790K 18,624
Creative Planning
25
Creative Planning
Kansas
$696K 16,406 -825 -5%