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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
SBL
326
Sargent Bickham Lagudis
Colorado
$70K
PA
327
Parallel Advisors
California
$62K
Citigroup
328
Citigroup
New York
$62K +$121 +2 +0.2%
TRCT
329
Tower Research Capital (TRC)
New York
$61K +$58K +957 +878%
AIP
330
Ahrens Investment Partners
Louisiana
$54K -$24.2K -400 -30%
CWC
331
Carolinas Wealth Consulting
North Carolina
$50K +$182 +3 +0.3%
VVP
332
Venture Visionary Partners
Ohio
$49.5K +$52.4K +864 New
FPS
333
Fieldpoint Private Securities
Connecticut
$47K -$21.2K -350 -30%
OA
334
Operose Advisors
Wisconsin
$46K
TF
335
Tompkins Financial
New York
$43K
CWM
336
Curi Wealth Management
North Carolina
$37K
Franklin Resources
337
Franklin Resources
California
$31K -$61 -1 -0.2%
TCWM
338
Total Clarity Wealth Management
Illinois
$31K +$32.4K +534 New
IWP
339
IAG Wealth Partners
Wisconsin
$27K
SWM
340
Spire Wealth Management
Virginia
$26K
IRC
341
Investors Research Corp
Georgia
$24K
RG
342
Retirement Group
California
$24K +$121 +2 +0.5%
S
343
SignatureFD
Georgia
$23K
WWM
344
Wolff Wiese Magana
California
$23K
AWM
345
Angeles Wealth Management
California
$23K +$24.1K +398 New
IF
346
Integrity Financial
Wyoming
$22K
SWA
347
SOA Wealth Advisors
New York
$22K
AF
348
Allworth Financial
California
$22K +$121 +2 +0.5%
CCM
349
Cribstone Capital Management
Maine
$22K +$667 +11 +3%
APA
350
American Portfolios Advisors
New York
$21.9K -$6.3K -104 -21%