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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

96 hedge funds and large institutions have $203M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
27
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$26.6M 535,254 +8,975 +2%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$23.2M 467,155 +52,958 +13%
Morgan Stanley
3
Morgan Stanley
New York
$20.4M 411,426 -137,700 -25%
UBS Group
4
UBS Group
Switzerland
$14.1M 284,636 -583 -0.2%
LPL Financial
5
LPL Financial
California
$13.8M 278,162 +36,763 +15%
VWM
6
Venturi Wealth Management
Texas
$11.4M 229,483 +6,230 +3%
LW
7
Linscomb Wealth
Texas
$7.21M 145,175 -1,746 -1%
RJA
8
Raymond James & Associates
Florida
$7.09M 142,916 -2,612 -2%
TFG
9
Team Financial Group
California
$6.85M 137,939 -20,060 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.41M 129,119 -24,312 -16%
LCM
11
LVM Capital Management
Michigan
$6.19M 124,695 +15,440 +14%
Bank of America
12
Bank of America
North Carolina
$5.45M 109,760 -4,550 -4%
FFA
13
Founders Financial Alliance
North Carolina
$4.7M 94,726 +94,726 New
XF
14
XML Financial
Maryland
$4.08M 82,178 -5,946 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.83M 77,164 +52,622 +214%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$3.41M 68,751 +4,198 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.48M 49,986 +6,696 +15%
BFM
18
Boston Financial Management
Massachusetts
$2.21M 44,460 +1,815 +4%
UAG
19
United Advisor Group
Ohio
$1.91M 38,549 +38,549 New
KIA
20
KLR Investment Advisors
Rhode Island
$1.67M 35,341 +1,168 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.56M 31,488 -83,093 -73%
JGCM
22
Joseph Group Capital Management
Ohio
$1.54M 31,087 +1,150 +4%
PWP
23
Precedent Wealth Partners
Texas
$1.47M 29,522 +656 +2%
C
24
Certuity
Florida
$1.42M 28,588 -28 -0.1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$1.06M 21,273 +7,818 +58%