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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

120 hedge funds and large institutions have $224M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-8
Holders Change %
-6.25%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$27.5M +$557K +11,983 +2%
Morgan Stanley
2
Morgan Stanley
New York
$21.6M -$795K -17,107 -4%
Bank of America
3
Bank of America
North Carolina
$18.1M +$4.1M +88,159 +29%
Raymond James Financial
4
Raymond James Financial
Florida
$16.5M +$1.76M +37,793 +12%
UBS Group
5
UBS Group
Switzerland
$15.3M +$181K +3,902 +1%
Lido Advisors
6
Lido Advisors
California
$12.5M -$9.84M -211,541 -44%
SFG
7
Stonebridge Financial Group
Pennsylvania
$10.9M +$2.3M +49,432 +27%
LCM
8
LVM Capital Management
Michigan
$6.34M +$59.6K +1,282 +0.9%
LW
9
Linscomb Wealth
Texas
$5.97M -$226K -4,867 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.17M +$259K +5,564 +5%
FFA
11
Founders Financial Alliance
North Carolina
$4.76M +$183K +3,940 +4%
SWP
12
Stratos Wealth Partners
Ohio
$4.67M +$4.15M +89,263 +792%
UAG
13
United Advisor Group
Ohio
$4.16M +$305K +6,560 +8%
XF
14
XML Financial
Maryland
$4.08M +$220K +4,736 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.04M -$402K -8,637 -9%
IA
16
IFG Advisory
Georgia
$3.48M +$438K +9,424 +14%
Two Sigma Investments
17
Two Sigma Investments
New York
$3.19M +$2.31M +49,700 +264%
C
18
Certuity
Florida
$3.12M -$148K -3,187 -5%
PJWM
19
Philip James Wealth Mangement
Georgia
$2.95M -$7.49K -161 -0.3%
CAP
20
Columbia Advisory Partners
Washington
$2.69M +$435K +9,353 +19%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.54M +$259K +5,573 +11%
MA
22
MAS Advisors
Florida
$2.35M +$730K +15,704 +45%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$2.34M +$2.34M +50,383 New
TSWM
24
Tyler-Stone Wealth Management
Ohio
$2.16M +$1.29M +27,815 +149%
EAM
25
Everstar Asset Management
North Carolina
$1.99M +$193K +4,153 +11%