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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

618 hedge funds and large institutions have $9.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 267 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.99%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.06%
New
74
Increased
267
Reduced
159
Closed
38
Calls
$476K
Puts
Net Calls
+$476K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
301
US Bancorp
Minnesota
$1.04M +$115K +1,472 +12%
ITC
302
Inspire Trust Company
Nevada
$1.03M
SWM
303
Silverlake Wealth Management
Vermont
$1.02M +$81.8K +1,048 +9%
ST
304
Smithfield Trust
Pennsylvania
$1.02M
SFC
305
Strategic Financial Concepts
Texas
$1.02M +$930K +156,727 +1,034%
AWM
306
AE Wealth Management
Kansas
$995K +$397K +5,083 +66%
RA
307
Ruggaard & Associates
Ohio
$993K +$35K +449 +4%
BCA
308
Bay Colony Advisors
Massachusetts
$976K -$7.49K -96 -0.8%
FAIM
309
Financial Advocates Investment Management
Washington
$972K +$11.5K +147 +1%
TWP
310
Tempus Wealth Planning
California
$955K +$16.2K +208 +2%
GFP
311
Gryphon Financial Partners
Ohio
$947K +$75.1K +962 +9%
ACM
312
Advance Capital Management
Michigan
$945K +$42.2K +541 +5%
FZCM
313
Flynn Zito Capital Management
New York
$941K -$146K -1,868 -13%
LFAS
314
Level Four Advisory Services
Texas
$912K -$1.05M -13,493 -54%
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
$906K +$61.4K +783 +7%
GT
316
Glenview Trust
Kentucky
$905K -$15.8K -202 -2%
GG
317
Greenwood Gearhart
Arkansas
$897K +$897K +11,489 New
MWM
318
Meridian Wealth Management
Kentucky
$894K +$894K +11,455 New
CFCI
319
Comprehensive Financial Consultants Institutional
Indiana
$883K +$26.1K +335 +3%
CWM
320
Collaborative Wealth Management
Florida
$883K -$25.7K -329 -3%
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$882K -$16.2K -207 -2%
CAL
322
Capital Analysts LLC
Pennsylvania
$881K -$160K -2,051 -15%
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$872K -$117K -1,500 -12%
PIA
324
Perennial Investment Advisors
California
$856K -$14K -179 -2%
CA
325
CoreCap Advisors
Michigan
$854K -$17.1K -219 -2%