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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 %
GCM
376
Gallacher Capital Management
Colorado
$561K +$937 +12 +0.2%
Fisher Asset Management
377
Fisher Asset Management
Washington
$558K +$293K +3,755 +111%
CFD
378
Creative Financial Designs
Indiana
$549K +$86.6K +1,110 +19%
TWM
379
Thrive Wealth Management
Pennsylvania
$545K +$624 +8 +0.1%
MBT
380
Montecito Bank & Trust
California
$540K -$395K -5,056 -42%
DAM
381
Deltec Asset Management
New York
$539K
HSA
382
HBK Sorce Advisory
Pennsylvania
$538K
FA
383
Fermata Advisors
California
$532K +$233K +2,986 +78%
RCA
384
Resonant Capital Advisors
Wisconsin
$530K +$3.82K +49 +0.7%
FHA
385
First Horizon Advisors
Tennessee
$510K
NWA
386
New World Advisors
Massachusetts
$497K +$48.8K +625 +11%
TWM
387
Triton Wealth Management
Arizona
$496K +$496K +6,233 New
LA
388
Lane & Associates
New Jersey
$495K
Qube Research & Technologies (QRT)
389
Qube Research & Technologies (QRT)
United Kingdom
$481K +$238K +3,045 +98%
LFG
390
Larson Financial Group
Missouri
$473K +$317K +4,058 +202%
RWA
391
Redhawk Wealth Advisors
Minnesota
$468K -$146K -1,867 -24%
AWCI
392
Alpine Woods Capital Investors
New York
$468K
SAM
393
Silvercrest Asset Management
New York
$468K
FFWM
394
Future Financial Wealth Management
Ohio
$466K -$295K -3,782 -39%
LNWWM
395
Laird Norton Wetherby Wealth Management
California
$464K +$464K +5,940 New
PAG
396
Powers Advisory Group
Illinois
$461K +$461K +5,905 New
MAM
397
MWA Asset Management
Massachusetts
$460K +$29.7K +380 +7%
CAM
398
Covenant Asset Management
New Jersey
$458K -$2.03K -26 -0.4%
EWA
399
EP Wealth Advisors
California
$449K
GGS
400
Galvin Gaustad & Stein
Arizona
$445K