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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
BFEC
376
Benjamin F. Edwards & Company
Missouri
$6K
CFGS
377
Concourse Financial Group Securities
Alabama
$6K
TC
378
Truvestments Capital
Florida
$6K +$6K +99 New
FWM
379
Focused Wealth Management
New York
$3K
CWM
380
Castle Wealth Management
Florida
$3K +$2.79K +46 New
M1FG
381
Mach-1 Financial Group
Arkansas
$3K +$3.21K +53 New
OLVIG
382
Oliver Lagore Vanvalin Investment Group
Michigan
$2K
TCWA
383
Ten Capital Wealth Advisors
Washington
$2K +$1.7K +28 New
HWMA
384
Heritage Wealth Management (Arizona)
Arizona
$1.6K
CWP
385
Concord Wealth Partners
Virginia
$1K
Bank of Montreal
386
Bank of Montreal
Ontario, Canada
$147
WIM
387
Westside Investment Management
California
$13
CWA
388
Choice Wealth Advisors
Maine
-$23.3M -366,729 Closed
CIAS
389
CFS Investment Advisory Services
New Jersey
-$1K -87,992 Closed
FZCM
390
Flynn Zito Capital Management
New York
-$2.69M -42,182 Closed
WWM
391
Windsor Wealth Management
Indiana
-$2.65M -40,735 Closed
Bank of New York Mellon
392
Bank of New York Mellon
New York
-$1.29M -20,279 Closed
KWM
393
Kingsview Wealth Management
Oregon
-$980K -15,386 Closed
MSFS
394
Main Street Financial Solutions
Pennsylvania
-$510K -8,009 Closed
AWM
395
Axxcess Wealth Management
California
-$394K -6,183 Closed
RF
396
Resolute Financial
Massachusetts
-$375K -5,888 Closed
MAC
397
Mason & Associates (California)
California
-$366K -5,751 Closed
AWM
398
Apollon Wealth Management
South Carolina
-$364K -5,717 Closed
BRWA
399
B. Riley Wealth Advisors
Florida
-$358K -5,614 Closed
SB
400
Strategic Blueprint
Georgia
-$350K -5,490 Closed