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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

128 hedge funds and large institutions have $295M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+20
Holders Change %
+18.52%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
47
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$29.6M 578,661 +76,316 +15%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$25.4M 496,040 +8,693 +2%
Morgan Stanley
3
Morgan Stanley
New York
$24.6M 480,860 +68,979 +17%
Lido Advisors
4
Lido Advisors
California
$24.6M 479,948 +479,948 New
UBS Group
5
UBS Group
Switzerland
$16.6M 324,691 +4,436 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$16.3M 317,356 +317,356 New
Bank of America
7
Bank of America
North Carolina
$15.4M 300,141 +182,861 +156%
VWM
8
Venturi Wealth Management
Texas
$13.5M 264,457 +13,227 +5%
SFG
9
Stonebridge Financial Group
Pennsylvania
$9.43M 184,136 +184,136 New
IAA
10
Independent Advisor Alliance
North Carolina
$7.22M 140,985 +140,985 New
LCM
11
LVM Capital Management
Michigan
$6.92M 135,035 +7,302 +6%
LW
12
Linscomb Wealth
Texas
$6.83M 133,241 -4,203 -3%
AC
13
Avestar Capital
New York
$5.57M 108,624 +108,624 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.41M 105,647 +12,590 +14%
FFA
15
Founders Financial Alliance
North Carolina
$5.04M 98,375 +383 +0.4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.89M 95,498 +6,568 +7%
XF
17
XML Financial
Maryland
$4.25M 82,981 -2,313 -3%
UAG
18
United Advisor Group
Ohio
$4.24M 82,819 +12,638 +18%
C
19
Certuity
Florida
$3.6M 70,252 +30,314 +76%
IA
20
IFG Advisory
Georgia
$3.35M 65,448 +1,370 +2%
PJWM
21
Philip James Wealth Mangement
Georgia
$3.26M 63,637 +1,698 +3%
TFG
22
Team Financial Group
California
$2.83M 55,231 -43,409 -44%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.62M 51,167 +32,355 +172%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$2.51M 49,051 +14,122 +40%
BFM
25
Boston Financial Management
Massachusetts
$2.5M 48,860 +383 +0.8%