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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 %
MFG
326
Mosaic Financial Group
Illinois
$854K +$504K +6,456 +144%
KeyBank National Association
327
KeyBank National Association
Ohio
$840K +$109K +1,400 +15%
CW
328
CreativeOne Wealth
Kansas
$839K +$154K +1,972 +22%
VP
329
Verum Partners
North Carolina
$837K -$13K -166 -2%
Pathstone Holdings
330
Pathstone Holdings
New Jersey
$832K +$378K +4,839 +83%
CFO
331
CVA Family Office
Colorado
$823K
SWM
332
Solano Wealth Management
California
$817K -$19K -244 -2%
IFA
333
Interactive Financial Advisors
Illinois
$815K -$39.2K -502 -5%
WP
334
WealthPLAN Partners
Nebraska
$813K +$19.2K +246 +2%
WBG
335
Wharton Business Group
Pennsylvania
$807K
CA
336
Claro Advisors
Massachusetts
$805K -$26.4K -338 -3%
CCM
337
Colorado Capital Management
Colorado
$776K
PCM
338
Parsons Capital Management
Rhode Island
$773K +$53.2K +681 +7%
IA
339
Inspire Advisors
Idaho
$764K +$336K +4,306 +79%
TPI
340
Trust Point Inc
Wisconsin
$757K
Millennium Management
341
Millennium Management
New York
$756K +$756K +9,680 New
RWB
342
RMR Wealth Builders
New Jersey
$745K +$5.78K +74 +0.8%
PTC
343
Private Trust Company
Ohio
$740K +$132K +1,690 +22%
ACG
344
Allen Capital Group
Nebraska
$728K -$25K -320 -3%
MAG
345
Mayfair Advisory Group
Alabama
$719K +$43.7K +545 +6%
GAM
346
Garrison Asset Management
Arkansas
$699K
HR
347
Hardy Reed
Mississippi
$697K
AWM
348
Axxcess Wealth Management
California
$695K -$15.5K -199 -2%
MA
349
Mutual Advisors
Nebraska
$694K -$16.7K -211 -2%
SAG
350
SageView Advisory Group
California
$690K +$690K +8,843 New