DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

325 hedge funds and large institutions have $4.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
5.67%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
31
Increased
123
Reduced
92
Closed
17
Calls
$2.85M
Puts
$274K
Net Calls
+$2.57M
Net Calls Change
+$879K
Name Holding Trade Value Shares
Change
Shares
Change %
CM
226
Capital Management
Virginia
$286K
HA
227
HYA Advisors
Missouri
$284K
UR
228
USCA RIA
Texas
$277K -$5.6K -94 -2%
ZAM
229
Zevin Asset Management
Massachusetts
$274K
BA
230
Bluesphere Advisors
Pennsylvania
$274K
SPC
231
Sigma Planning Corp
Michigan
$265K -$4.06K -68 -2%
PA
232
PFG Advisors
Arizona
$257K
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$256K +$657 +11 +0.3%
EWA
234
EP Wealth Advisors
California
$255K +$22.5K +377 +10%
SWAG
235
Spectrum Wealth Advisory Group
California
$254K
COF
236
Capital One Financial
Virginia
$254K
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$253K -$81.4K -1,364 -24%
CCWA
238
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$253K +$253K +4,238 New
MAFM
239
Mid Atlantic Financial Management
Pennsylvania
$250K
B
240
Brightworth
Georgia
$242K +$26.9K +451 +13%
BCI
241
Brinker Capital Investments
Pennsylvania
$241K +$28.5K +476 +13%
TP
242
Tranquility Partners
Tennessee
$236K +$12.9K +216 +6%
IAN
243
Integrated Advisors Network
Texas
$233K +$954 +16 +0.4%
EWM
244
Empirical Wealth Management
Washington
$230K
WSTAM
245
Wilbanks Smith & Thomas Asset Management
Virginia
$226K
BIA
246
Bigelow Investment Advisors
Maine
$223K
PPP
247
Private Portfolio Partners
New Jersey
$222K +$222K +3,713 New
MW
248
Marcum Wealth
Ohio
$219K +$1.01K +17 +0.5%
CAL
249
Capital Advisors Ltd
Ohio
$219K +$10.1K +170 +5%
PA
250
Pinnacle Associates
New York
$214K