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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
401
Spire Wealth Management
Virginia
$95.9K +$95.9K +1,539 New
CFGS
402
Concourse Financial Group Securities
Alabama
$94.4K +$54.3K +871 +135%
TF
403
TimeScale Financial
Massachusetts
$89.7K +$89.7K +1,439 New
HCM
404
Hollencrest Capital Management
California
$87.3K
PSB
405
Piscataqua Savings Bank
New Hampshire
$81K -$15K -240 -16%
SIS
406
Strategic Investment Solutions
Illinois
$76.1K +$76.1K +1,221 New
CT
407
Cambridge Trust
Massachusetts
$75.6K -$26.4K -424 -26%
AA
408
Addison Advisors
Vermont
$65.8K
IFAM
409
Institutional & Family Asset Management
Colorado
$62.3K +$62.3K +1,000 New
AIP
410
Ahrens Investment Partners
Louisiana
$58.3K +$58.3K +935 New
HI
411
Horizon Investments
North Carolina
$56.9K -$57.8M -928,559 -100%
TCWA
412
Ten Capital Wealth Advisors
Washington
$55.9K
OA
413
Operose Advisors
Wisconsin
$49.5K
TF
414
Tompkins Financial
New York
$46.8K
FFA
415
Farther Finance Advisors
California
$42.7K
BAAM
416
Baker Avenue Asset Management
California
$41.8K
AAS
417
Ameritas Advisory Services
Nebraska
$39.8K +$39.8K +635 New
SSB
418
Sandy Spring Bank
Maryland
$37.4K
Franklin Resources
419
Franklin Resources
California
$33.7K
WWM
420
Wolff Wiese Magana
California
$30.5K +$2.49K +40 +9%
Commonwealth Equity Services
421
Commonwealth Equity Services
Massachusetts
$28.3K +$2.88K +46,118 +11%
PA
422
Parallel Advisors
California
$28.2K -$39.5K -633 -58%
RG
423
Retirement Group
California
$27K +$124 +2 +0.5%
IRC
424
Investors Research Corp
Georgia
$26.5K
S
425
SignatureFD
Georgia
$24.9K