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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
Net Calls
+$566K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Shares
Change %
FPS
326
Fieldpoint Private Securities
Connecticut
$81K +$6.48K +98 +9%
SBL
327
Sargent Bickham Lagudis
Colorado
$80K
DWP
328
Destiny Wealth Partners
Florida
$80K
Optiver Holding
329
Optiver Holding
Netherlands
$73K +$45.1K +716 +161%
PA
330
Parallel Advisors
California
$72K
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$69K +$69K +1,055 New
ADL
332
Asset Dedication LLC
California
$59K
CWC
333
Carolinas Wealth Consulting
North Carolina
$57K +$32.8K +502 +136%
BC
334
Barnett & Company
Tennessee
$53K -$6.63K -100 -11%
BAM
335
Barrett Asset Management
New York
$53K
OA
336
Operose Advisors
Wisconsin
$52K +$52K +794 New
CWM
337
Curi Wealth Management
North Carolina
$43K +$43K +654 New
IF
338
Integrity Financial
Wyoming
$38K +$38K +580 New
Franklin Resources
339
Franklin Resources
California
$36K
APA
340
American Portfolios Advisors
New York
$32K -$17.2K -262 -35%
CFGS
341
Concourse Financial Group Securities
Alabama
$30K
IRC
342
Investors Research Corp
Georgia
$28K
RG
343
Retirement Group
California
$27K +$2.13K +32 +9%
AIM
344
Arcadia Investment Management
Michigan
$26K
S
345
SignatureFD
Georgia
$26K
WWM
346
Wolff Wiese Magana
California
$26K
SWA
347
SOA Wealth Advisors
New York
$26K
FCFS
348
First Command Financial Services
Texas
$26K +$4.6K +70 +21%
CCM
349
Cribstone Capital Management
Maine
$24K
SIS
350
Sound Income Strategies
Florida
$22K