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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

89 hedge funds and large institutions have $195M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
27
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.1M 549,126 +297,603 +118%
PWS
2
Private Wealth Strategies
Ohio
$25M 526,279 +10,077 +2%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$19.6M 414,197 -59,859 -13%
UBS Group
4
UBS Group
Switzerland
$13.5M 285,219 +8,468 +3%
LPL Financial
5
LPL Financial
California
$11.5M 241,399 -66,490 -22%
VWM
6
Venturi Wealth Management
Texas
$10.6M 223,253 +220,970 +9,679%
TFG
7
Team Financial Group
California
$7.5M 157,999 +4,869 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.28M 153,431 -2,666 -2%
LW
9
Linscomb Wealth
Texas
$6.97M 146,921 -8,792 -6%
RJA
10
Raymond James & Associates
Florida
$6.9M 145,528 -15,610 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.44M 114,581 -5,642 -5%
Bank of America
12
Bank of America
North Carolina
$5.42M 114,310 -8,892 -7%
LCM
13
LVM Capital Management
Michigan
$5.18M 109,255 +10,700 +11%
XF
14
XML Financial
Maryland
$4.18M 88,124 -43 -0%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$3.06M 64,553 +46,839 +264%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.05M 43,290 -1,001 -2%
BFM
17
Boston Financial Management
Massachusetts
$2.02M 42,645 -3,343 -7%
KIA
18
KLR Investment Advisors
Rhode Island
$1.62M 34,173 -220 -0.6%
SWP
19
Stratos Wealth Partners
Ohio
$1.58M 33,256 -583 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.5M 31,590 +21,828 +224%
JGCM
21
Joseph Group Capital Management
Ohio
$1.42M 29,937 -365 -1%
PWP
22
Precedent Wealth Partners
Texas
$1.37M 28,866 +28,866 New
C
23
Certuity
Florida
$1.36M 28,616 -7,190 -20%
CWM
24
Collaborative Wealth Management
Florida
$1.27M 26,711 -2,537 -9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.16M 24,542 +892 +4%