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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

257 hedge funds and large institutions have $2.19B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
5.28%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
43
Increased
86
Reduced
86
Closed
28
Calls
$883K
Puts
Net Calls
+$883K
Net Calls Change
+$603K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
226
S.A. Mason
Michigan
$39K
BAM
227
Barrett Asset Management
New York
$36K
RWA
228
Ropes Wealth Advisors
Massachusetts
$36K
CWC
229
Carolinas Wealth Consulting
North Carolina
$34K +$34K +755 New
GT
230
Glenmede Trust
Pennsylvania
$31K +$31K +700 New
AWA
231
Arkadios Wealth Advisors
Georgia
$29.4K +$5.57K +119 +23%
HIA
232
Harbor Investment Advisory
Maryland
$29K
QCG
233
Quadrant Capital Group
Ohio
$29K +$29K +629 New
SFG
234
Sowa Financial Group
Rhode Island
$27K
CFGS
235
Concourse Financial Group Securities
Alabama
$25K +$8.97K +196 +56%
PCA
236
Providence Capital Advisors
North Carolina
$22K
AIM
237
Arcadia Investment Management
Michigan
$20K
APA
238
American Portfolios Advisors
New York
$19.3K
IRC
239
Investors Research Corp
Georgia
$19K +$135 +3 +0.7%
CTC
240
Central Trust Company
Missouri
$18K -$124K -2,760 -87%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$18K
PA
242
Perennial Advisors
New York
$17K +$17K +375 New
SNT
243
Security National Trust
West Virginia
$17K +$17K +381 New
TFGT
244
TS Financial Group (TSFG)
Illinois
$14K +$14K +310 New
AF
245
Allworth Financial
California
$12K -$12K -273 -50%
TCOV
246
Trust Company of Vermont
Vermont
$11K
WEC
247
Winslow Evans & Crocker
Massachusetts
$9K
CFN
248
Cordasco Financial Network
Florida
$7K +$7K +161 New
JWA
249
JFS Wealth Advisors
Pennsylvania
$6K
PP
250
Pacifica Partners
Canada
$6K