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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 %
Koshinski Asset Management
351
Koshinski Asset Management
Illinois
$688K +$46.3K +586 +7%
TWC
352
TD Waterhouse Canada
Ontario, Canada
$688K +$117K +1,501 +21%
AllianceBernstein
353
AllianceBernstein
Tennessee
$663K
RJT
354
Raymond James Trust
Florida
$651K +$68.1K +873 +12%
BFA
355
Beaumont Financial Advisors
Massachusetts
$650K
FCI
356
Financial Counselors Inc
Kansas
$649K +$22.6K +290 +4%
NRI
357
NFP Retirement Inc
California
$630K -$11.7K -150 -2%
BFO
358
Biltmore Family Office
North Carolina
$624K
WS
359
Wedbush Securities
California
$624K +$7.57K +97 +1%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$624K +$23K +295 +4%
MBI
361
May Barnhard Investments
Maryland
$621K -$170K -2,183 -22%
National Bank of Canada
362
National Bank of Canada
Quebec, Canada
$619K +$273K +3,496 +79%
KCFA
363
Key Client Fiduciary Advisors
New Jersey
$619K +$26.9K +345 +5%
SQA
364
Simon Quick Advisors
New Jersey
$614K
GHA
365
GW Henssler & Associates
Georgia
$604K -$50.4K -646 -8%
EWA
366
Etesian Wealth Advisors
Oregon
$595K +$595K +7,626 New
SC
367
Scotia Capital
Ontario, Canada
$591K -$22K -282 -4%
SFM
368
Signet Financial Management
New Jersey
$591K -$27.1K -347 -4%
WMA
369
Wealth Management Associates
New Jersey
$586K
PA
370
Pinnacle Associates
New York
$585K +$80.5K +1,032 +16%
OWA
371
Outlook Wealth Advisors
Texas
$577K
KA
372
Klingman & Associates
New York
$570K
SC
373
Sykon Capital
New York
$568K -$29K -371 -5%
JIC
374
Johnson Investment Counsel
Ohio
$567K +$14.9K +191 +3%
SA
375
SpiderRock Advisors
Delaware
$566K +$318K +4,079 +128%