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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 %
CWC
301
Carolinas Wealth Consulting
North Carolina
$22K
RG
302
Retirement Group
California
$22K +$118 +2 +0.5%
SIS
303
Sound Income Strategies
Florida
$20K
FCFS
304
First Command Financial Services
Texas
$19K
FCB
305
First Command Bank
Texas
$19K
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$18K
CWM
307
Cranbrook Wealth Management
Michigan
$18K
PCA
308
Providence Capital Advisors
North Carolina
$15K +$15K +250 New
TCOV
309
Trust Company of Vermont
Vermont
$14K
WOC
310
West Oak Capital
California
$11K
OIA
311
Optimum Investment Advisors
Illinois
$11K
AP
312
Arlington Partners
Alabama
$10K
CFN
313
Cordasco Financial Network
Florida
$10K
AF
314
Advisornet Financial
Minnesota
$10K +$10K +163 New
JWA
315
JFS Wealth Advisors
Pennsylvania
$8K
PP
316
Pacifica Partners
Canada
$8K
TF
317
TimeScale Financial
Massachusetts
$7K -$22.9K -370 -77%
BAM
318
Baldrige Asset Management
Pennsylvania
$7K +$7K +110 New
BFEC
319
Benjamin F. Edwards & Company
Missouri
$6K
GT
320
Glenmede Trust
Pennsylvania
$5K
MA
321
MBA Advisors
Pennsylvania
$4.06K -$133 -2,234 -3%
AF
322
Allworth Financial
California
$4K -$14.3K -214 -78%
FWM
323
Focused Wealth Management
New York
$3K
JCM
324
Jacobi Capital Management
Pennsylvania
$2K
HWMA
325
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +28 New