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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
AIM
351
Arcadia Investment Management
Michigan
$19K
FCB
352
First Command Bank
Texas
$19K
FCFS
353
First Command Financial Services
Texas
$19K
SIS
354
Sound Income Strategies
Florida
$19K
ODG
355
O'Dell Group
Ohio
$15K
PCA
356
Providence Capital Advisors
North Carolina
$14K
PA
357
PSI Advisors
Florida
$13K
TCOV
358
Trust Company of Vermont
Vermont
$13K +$14K +231 New
FCG
359
Financial Connections Group
California
$12K +$13.6K +225 New
BCWM
360
Bartlett & Co Wealth Management
Ohio
$11.1K
BC
361
Bartlett & Co
Ohio
$11K
LFG
362
Larson Financial Group
Missouri
$11K
OIA
363
Optimum Investment Advisors
Illinois
$11K
WOC
364
West Oak Capital
California
$11K
WT
365
Whittier Trust
California
$10K +$61 +1 +0.6%
C
366
Covestor
United Kingdom
$9K -$7.39K -122 -45%
AF
367
Advisornet Financial
Minnesota
$9K
CFN
368
Cordasco Financial Network
Florida
$9K
GFP
369
Gryphon Financial Partners
Ohio
$9K +$9.88K +163 New
BLC
370
Brown, Lisle/Cummings
Rhode Island
$8.6K
BCMLT
371
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K
JWA
372
JFS Wealth Advisors
Pennsylvania
$8K
PP
373
Pacifica Partners
Canada
$8K
National Bank of Canada
374
National Bank of Canada
Quebec, Canada
$7K
BMD
375
Better Money Decisions
New Mexico
$7K +$7.15K +118 New