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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
Net Calls
+$951K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
226
Fidelity Investments
Massachusetts
$417K +$56.8K +991 +16%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$416K +$284K +4,950 +215%
RB
228
Renasant Bank
Mississippi
$413K +$2.41K +42 +0.6%
LC
229
Lavaca Capital
Texas
$413K +$65.6K +1,144 +19%
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$406K -$14.3K -250 -3%
LA
231
Latitude Advisors
Florida
$402K -$1.07M -18,683 -73%
WMA
232
Wealth Management Associates
New Jersey
$398K -$16K -280 -4%
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$397K +$55.2K +963 +16%
TSWM
234
Triangle Securities Wealth Management
North Carolina
$391K -$12.9K -225 -3%
MAG
235
Mayfair Advisory Group
Alabama
$390K +$25.1K +412 +7%
SCA
236
Snowden Capital Advisors
New York
$389K -$32K -559 -8%
FFG
237
Ford Financial Group
California
$389K +$125K +2,181 +47%
CWA
238
Clearview Wealth Advisors
Oregon
$384K -$80.7K -1,409 -17%
MA
239
MUFG Americas
New York
$367K +$89.7K +1,568 +32%
NRI
240
NFP Retirement Inc
California
$366K +$287 +5 +0.1%
TWM
241
Thrive Wealth Management
Pennsylvania
$365K +$365K +6,369 New
GT
242
Glenview Trust
Kentucky
$360K
NWA
243
New World Advisors
Massachusetts
$356K
AWA
244
Arkadios Wealth Advisors
Georgia
$348K -$59.1K -1,031 -15%
KA
245
Klingman & Associates
New York
$348K +$50.9K +889 +17%
AWCI
246
Alpine Woods Capital Investors
New York
$344K
SAM
247
Silvercrest Asset Management
New York
$344K
MW
248
Marcum Wealth
Ohio
$342K +$21.3K +372 +7%
ASN
249
Advisory Services Network
Georgia
$331K +$1.55K +27 +0.5%
NA
250
NewEdge Advisors
Louisiana
$329K +$329K +5,747 New