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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

101 hedge funds and large institutions have $217M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 5 closing their positions.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
32
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$25.9M 550,430 +15,176 +3%
LPL Financial
2
LPL Financial
California
$23.7M 503,064 +224,902 +81%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$22.5M 478,037 +10,882 +2%
Morgan Stanley
4
Morgan Stanley
New York
$17.8M 377,999 -33,427 -8%
UBS Group
5
UBS Group
Switzerland
$14.9M 317,062 +32,426 +11%
VWM
6
Venturi Wealth Management
Texas
$11.7M 248,435 +18,952 +8%
RJA
7
Raymond James & Associates
Florida
$8.73M 185,265 +42,349 +30%
LW
8
Linscomb Wealth
Texas
$6.59M 139,803 -5,372 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.28M 133,286 +4,167 +3%
LCM
10
LVM Capital Management
Michigan
$6.02M 127,733 +3,038 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6M 127,266 +108,245 +569%
TFG
12
Team Financial Group
California
$5.64M 119,821 -18,118 -13%
Bank of America
13
Bank of America
North Carolina
$5.04M 107,040 -2,720 -2%
FFA
14
Founders Financial Alliance
North Carolina
$4.63M 98,279 +3,553 +4%
XF
15
XML Financial
Maryland
$3.84M 81,489 -689 -0.8%
Jane Street
16
Jane Street
New York
$3M 63,762 +63,762 New
IA
17
IFG Advisory
Georgia
$2.91M 61,794 +61,794 New
PJWM
18
Philip James Wealth Mangement
Georgia
$2.8M 59,397 +59,397 New
UAG
19
United Advisor Group
Ohio
$2.59M 54,930 +16,381 +42%
BFM
20
Boston Financial Management
Massachusetts
$2.15M 45,670 +1,210 +3%
SA
21
Sanctuary Advisors
Indiana
$2.01M 42,284 +42,284 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.87M 39,797 -10,189 -20%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.56M 33,192 +1,704 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.51M 31,988 -45,176 -59%
JGCM
25
Joseph Group Capital Management
Ohio
$1.46M 30,905 -182 -0.6%