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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

388 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

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

1% more funds holding

Funds holding: 385388 (+3)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

10.64% less ownership

Funds ownership: 80.94%70.3% (-11%)

24% less capital invested

Capital invested by funds: $5.63B → $4.25B (-$1.38B)

Holders
388
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
Change in
Stake
GGS
251
Galvin Gaustad & Stein
Arizona
$327K
FCIM
252
Fairview Capital Investment Management
California
$320K
TFCP
253
Twin Focus Capital Partners
Massachusetts
$311K
FA
254
FDx Advisors
Illinois
$311K +$329K +5,423 New
AFO
255
Allie Family Office
Florida
$308K +$326K +5,379 New
CAM
256
Covenant Asset Management
New Jersey
$306K +$41.5K +685 +15%
WDL
257
Well Done LLC
Michigan
$305K
B
258
Brightworth
Georgia
$305K +$23.5K +387 +8%
VWA
259
V Wealth Advisors
Kansas
$304K -$76.6K -1,264 -19%
RIL
260
Rothschild Investment LLC
Illinois
$303K +$1.82K +30 +0.6%
NCM
261
Novare Capital Management
North Carolina
$301K -$27.3K -450 -8%
NWMG
262
National Wealth Management Group
Ohio
$296K +$313K +5,160 New
GSIS
263
Global Strategic Investment Solutions
Arizona
$289K
SS
264
Sunbelt Securities
Texas
$288K -$20.8K -343 -6%
LPT
265
Legacy Private Trust
Wisconsin
$285K -$9.09K -150 -3%
ICG
266
InterOcean Capital Group
Tennessee
$284K
PPP
267
Private Portfolio Partners
New Jersey
$282K +$55K +908 +23%
MIH
268
Meitav Investment House
Israel
$278K -$51.7K -853 -15%
CM
269
Capital Management
Virginia
$275K
HA
270
HYA Advisors
Missouri
$273K
BF
271
BOK Financial
Oklahoma
$270K +$286K +4,716 New
GWMI
272
Guardian Wealth Management (Illinois)
Illinois
$267K -$3.15K -52 -1%
PMG
273
ProVise Management Group
Florida
$265K -$50.4K -831 -15%
BA
274
Bluesphere Advisors
Pennsylvania
$264K
ZAM
275
Zevin Asset Management
Massachusetts
$264K