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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 %
TRCT
251
Tower Research Capital (TRC)
New York
$211K -$597K -10,003 -74%
PCM
252
Parsons Capital Management
Rhode Island
$207K +$207K +3,469 New
RWB
253
RMR Wealth Builders
New Jersey
$203K -$230K -3,847 -53%
FHA
254
First Horizon Advisors
Tennessee
$200K +$8.33K +140 +4%
CA
255
Clearstead Advisors
Ohio
$160K
LWCFA
256
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K +$155K +2,596 New
FFA
257
Founders Financial Alliance
North Carolina
$154K -$7.65K -128 -5%
HIA
258
Harbor Investment Advisory
Maryland
$153K +$33.1K +555 +28%
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$149K +$149K +2,500 New
Fidelity Investments
260
Fidelity Investments
Massachusetts
$145K -$106K -1,774 -42%
ST
261
Smithfield Trust
Pennsylvania
$143K
TFGT
262
TS Financial Group (TSFG)
Illinois
$140K +$67.8K +1,135 +94%
TWM
263
Tradition Wealth Management
Minnesota
$130K -$2.15K -36 -2%
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$122K
CFD
265
Creative Financial Designs
Indiana
$116K -$12K -201 -9%
RDWM
266
Red Door Wealth Management
Tennessee
$113K +$113K +1,899 New
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$108K
SQA
268
Simon Quick Advisors
New Jersey
$104K
CB
269
CNB Bank
Pennsylvania
$102K
US Bancorp
270
US Bancorp
Minnesota
$101K +$41K +686 +68%
HNB
271
Huntington National Bank
Ohio
$98K -$77K
ACA
272
Aptus Capital Advisors
Alabama
$94K
PSB
273
Piscataqua Savings Bank
New Hampshire
$92K
SB
274
Strategic Blueprint
Georgia
$92K +$92K +1,546 New
FFG
275
Ford Financial Group
California
$91K +$91K +1,538 New