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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 %
FCA
276
FinTrust Capital Advisors
South Carolina
$89K
EIP
277
Ellis Investment Partners
Pennsylvania
$87K +$414 +7 +0.5%
GRP
278
Global Retirement Partners
California
$75K
SBL
279
Sargent Bickham Lagudis
Colorado
$73K
LWM
280
Liberty Wealth Management
California
$73K +$655 +11 +0.9%
FPS
281
Fieldpoint Private Securities
Connecticut
$67K -$3.93K -64 -6%
S
282
SignatureFD
Georgia
$67K
SWM
283
Spire Wealth Management
Virginia
$67K
PA
284
Parallel Advisors
California
$65K +$65K +1,086 New
ASN
285
Advisory Services Network
Georgia
$56K +$56K +936 New
BC
286
Barnett & Company
Tennessee
$54K
ADL
287
Asset Dedication LLC
California
$54K
BAM
288
Barrett Asset Management
New York
$48K
APA
289
American Portfolios Advisors
New York
$44.6K +$60 +1 +0.1%
COCM
290
Charter Oak Capital Management
New Hampshire
$42K +$59 +1 +0.1%
BBPWM
291
Blue Bell Private Wealth Management
Pennsylvania
$36K
GA
292
GoalVest Advisory
New York
$31K
LAS
293
Lloyd Advisory Services
Georgia
$29K -$2.76M -45,838 -99%
CFGS
294
Concourse Financial Group Securities
Alabama
$27K
IRC
295
Investors Research Corp
Georgia
$25K
AIM
296
Arcadia Investment Management
Michigan
$24K
PA
297
Perennial Advisors
New York
$24K
WWM
298
Wolff Wiese Magana
California
$24K
SWA
299
SOA Wealth Advisors
New York
$23K
MAM
300
Meeder Asset Management
Ohio
$23K +$23K +388 New