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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

85 hedge funds and large institutions have $149M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
7
Increased
27
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$21.3M 516,202 +7,619 +1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$19.5M 474,056 +474,056 New
LPL Financial
3
LPL Financial
California
$12.7M 307,889 +45,991 +18%
UBS Group
4
UBS Group
Switzerland
$11.4M 276,751 -1,363 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$10.4M 251,523 +54,308 +28%
RJA
6
Raymond James & Associates
Florida
$6.64M 161,138 +3,260 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.43M 156,097 +31,919 +26%
LW
8
Linscomb Wealth
Texas
$6.41M 155,713 -16,557 -10%
TFG
9
Team Financial Group
California
$6.31M 153,130 +153,130 New
Bank of America
10
Bank of America
North Carolina
$5.07M 123,202 -3,614 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.95M 120,223 -21,143 -15%
LCM
12
LVM Capital Management
Michigan
$4.06M 98,555 +6,749 +7%
XF
13
XML Financial
Maryland
$3.63M 88,167 +18,571 +27%
BFM
14
Boston Financial Management
Massachusetts
$1.89M 45,988 -22 -0%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.82M 44,291 +1,765 +4%
C
16
Certuity
Florida
$1.47M 35,806 -5,071 -12%
KIA
17
KLR Investment Advisors
Rhode Island
$1.43M 34,393 -1,159 -3%
SWP
18
Stratos Wealth Partners
Ohio
$1.39M 33,839 -1,882 -5%
JGCM
19
Joseph Group Capital Management
Ohio
$1.25M 30,302 -568 -2%
CWM
20
Collaborative Wealth Management
Florida
$1.2M 29,248 -1,887 -6%
AF
21
Allworth Financial
California
$1.04M 25,317 +369 +1%
CRI
22
Colonial River Investments
Virginia
$982K 23,845 +23,845 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$974K 23,650 +773 +3%
T
24
TRUADVICE
Florida
$939K 23,289 +13,343 +134%
WIM
25
Waverton Investment Management
United Kingdom
$864K 18,680 -2,310 -11%