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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
SPC
301
Sigma Planning Corp
Michigan
$201K +$9.58K +158 +5%
ADL
302
Asset Dedication LLC
California
$187K -$6.97K -115 -3%
Jones Financial Companies
303
Jones Financial Companies
Missouri
$177K +$11.1K +183 +6%
ST
304
Smithfield Trust
Pennsylvania
$175K
PTC
305
Private Trust Company
Ohio
$174K +$184K +3,031 New
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$160K
CA
307
Clearstead Advisors
Ohio
$153K
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$151K -$105K -1,735 -40%
FHA
309
First Horizon Advisors
Tennessee
$151K +$8.37K +138 +5%
HIA
310
Harbor Investment Advisory
Maryland
$147K
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K
TFGT
312
TS Financial Group (TSFG)
Illinois
$140K -$21.2K -349 -12%
EIP
313
Ellis Investment Partners
Pennsylvania
$126K -$11.3K -186 -8%
TWM
314
Tradition Wealth Management
Minnesota
$122K -$3.4K -56 -3%
BAM
315
Belpointe Asset Management
Nevada
$113K -$313K -5,169 -72%
TWP
316
TFO Wealth Partners
Ohio
$109K +$115K +1,901 New
CFD
317
Creative Financial Designs
Indiana
$108K +$667 +11 +0.6%
SSB
318
Sandy Spring Bank
Maryland
$106K +$110K +1,812 +5,177%
LWANC
319
Laurel Wealth Advisors (North Carolina)
North Carolina
$104K
WA
320
Win Advisors
Florida
$103K -$5.16M -85,170 -98%
CB
321
CNB Bank
Pennsylvania
$99K -$3.52K -58 -3%
ACA
322
Aptus Capital Advisors
Alabama
$90K
GWANC
323
Guardian Wealth Advisors (North Carolina)
North Carolina
$90K +$95.2K +1,571 New
PSB
324
Piscataqua Savings Bank
New Hampshire
$88K
DWP
325
Destiny Wealth Partners
Florida
$70K