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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
Net Calls
+$722K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Shares
Change %
GI
351
Gradient Investments
Minnesota
$22K +$22K +404 New
SWA
352
SOA Wealth Advisors
New York
$21K
IF
353
Integrity Financial
Wyoming
$21K
AWM
354
Angeles Wealth Management
California
$21K
APA
355
American Portfolios Advisors
New York
$20.6K +$54 +1 +0.3%
CCM
356
Cribstone Capital Management
Maine
$20K +$53 +1 +0.3%
AIM
357
Arcadia Investment Management
Michigan
$18K
SIS
358
Sound Income Strategies
Florida
$18K
LFG
359
Larson Financial Group
Missouri
$18K +$8.13K +154 +82%
Citigroup
360
Citigroup
New York
$17K -$41.3K -772 -71%
TWA
361
TCI Wealth Advisors
Arizona
$16K +$16K +300 New
ODG
362
O'Dell Group
Ohio
$14K
PCA
363
Providence Capital Advisors
North Carolina
$13K
FCFS
364
First Command Financial Services
Texas
$12K -$5.31K -100 -31%
FCB
365
First Command Bank
Texas
$12K -$5.31K -100 -31%
PA
366
PSI Advisors
Florida
$12K
TCOV
367
Trust Company of Vermont
Vermont
$12K
PI
368
PFS Investments
Georgia
$11.1K +$84 +1,556 +0.8%
BCWM
369
Bartlett & Co Wealth Management
Ohio
$10.5K
WOC
370
West Oak Capital
California
$10K
BC
371
Bartlett & Co
Ohio
$10K
OIA
372
Optimum Investment Advisors
Illinois
$10K
C
373
Covestor
United Kingdom
$10K +$1.74K +32 +21%
WT
374
Whittier Trust
California
$9K -$911 -16 -9%
AF
375
Advisornet Financial
Minnesota
$9K