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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
426
National Bank of Canada
Quebec, Canada
$152K +$16.3K +245 +12%
CSPIA
427
Cary Street Partners Investment Advisory
Virginia
$147K +$1.87K +28 +1%
TWM
428
Tradition Wealth Management
Minnesota
$144K +$334 +5 +0.2%
NCM
429
Northwest Capital Management
Oregon
$142K +$142K +2,137 New
CFD
430
Creative Financial Designs
Indiana
$129K +$533 +8 +0.4%
HFS
431
HBC Financial Services
Washington
$125K +$125K +1,850 New
IGWM
432
ICA Group Wealth Management
Colorado
$125K +$10.3K +154 +9%
LWANC
433
Laurel Wealth Advisors (North Carolina)
North Carolina
$121K
JGCM
434
Joseph Group Capital Management
Ohio
$110K -$33.1K -496 -23%
GWANC
435
Guardian Wealth Advisors (North Carolina)
North Carolina
$105K -$661K -9,910 -86%
AAG
436
Armstrong Advisory Group
Massachusetts
$105K
CB
437
CNB Bank
Pennsylvania
$104K -$2.87K -43 -3%
LFG
438
Larson Financial Group
Missouri
$104K
SWM
439
Spire Wealth Management
Virginia
$103K
TF
440
TimeScale Financial
Massachusetts
$95.9K
PSB
441
Piscataqua Savings Bank
New Hampshire
$86.6K
Qube Research & Technologies (QRT)
442
Qube Research & Technologies (QRT)
United Kingdom
$82.8K -$138K -2,230 -63%
AA
443
Addison Advisors
Vermont
$81K +$10.7K +160 +15%
CT
444
Cambridge Trust
Massachusetts
$80.8K
CTWM
445
Cherry Tree Wealth Management
Minnesota
$80.7K +$80.7K +1,210 New
SIS
446
Strategic Investment Solutions
Illinois
$77K
VCM
447
Versant Capital Management
Arizona
$75.4K +$75.4K +1,131 New
HCM
448
Hollencrest Capital Management
California
$72K -$21.3K -320 -23%
CFB
449
Cullen/Frost Bankers
Texas
$53.5K +$53.5K +803 New
OA
450
Operose Advisors
Wisconsin
$52.9K