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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

108 hedge funds and large institutions have $222M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
39
Reduced
32
Closed
9
Calls
$5K
Puts
$155K
Net Calls
-$150K
Net Calls Change
-$150K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$25.9M 502,345 -719 -0.1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$25.1M 487,347 +9,310 +2%
Morgan Stanley
3
Morgan Stanley
New York
$21.2M 411,881 +33,882 +9%
UBS Group
4
UBS Group
Switzerland
$16.5M 320,255 +3,193 +1%
VWM
5
Venturi Wealth Management
Texas
$12.9M 251,230 +2,795 +1%
RJA
6
Raymond James & Associates
Florida
$10.8M 209,618 +24,353 +13%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.15M 158,097 +30,831 +24%
LW
8
Linscomb Wealth
Texas
$7.08M 137,444 -2,359 -2%
Bank of America
9
Bank of America
North Carolina
$6.04M 117,280 +10,240 +10%
LCM
10
LVM Capital Management
Michigan
$6.02M 127,733
TFG
11
Team Financial Group
California
$5.08M 98,640 -21,181 -18%
FFA
12
Founders Financial Alliance
North Carolina
$5.05M 97,992 -287 -0.3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.8M 93,057 -40,229 -30%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.58M 88,930 +56,942 +178%
XF
15
XML Financial
Maryland
$4.4M 85,294 +3,805 +5%
UAG
16
United Advisor Group
Ohio
$3.62M 70,181 +15,251 +28%
IA
17
IFG Advisory
Georgia
$3.3M 64,078 +2,284 +4%
PJWM
18
Philip James Wealth Mangement
Georgia
$3.19M 61,939 +2,542 +4%
BFM
19
Boston Financial Management
Massachusetts
$2.5M 48,477 +2,807 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.1M 40,688 +891 +2%
SA
21
Sanctuary Advisors
Indiana
$2.08M 37,233 -5,051 -12%
C
22
Certuity
Florida
$2.06M 39,938 +14,245 +55%
EAM
23
Everstar Asset Management
North Carolina
$1.89M 36,737 +36,737 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.8M 34,929 +4,971 +17%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.66M 32,136 +32,136 New