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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

100 hedge funds and large institutions have $883M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
21
Increased
39
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
26
Hengehold Capital Management
Ohio
$3.12M +$2.56M +72,167 +461%
SF
27
Synovus Financial
Georgia
$2.82M +$780 +22 +0%
AFG
28
Albion Financial Group
Utah
$2.73M -$69K -1,946 -2%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$2.58M +$36.3K +1,024 +1%
RJA
30
Raymond James & Associates
Florida
$2.39M +$435K +12,269 +22%
CCT
31
Country Club Trust
Missouri
$2.3M +$2.3M +64,872 New
PWAP
32
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.08M -$113K -3,180 -5%
SEIA
33
Signature Estate & Investment Advisors
California
$2.05M +$268K +7,547 +15%
MBT
34
Montecito Bank & Trust
California
$1.66M -$430K -12,109 -21%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.54M +$1.54M +43,327 New
AA
36
Ancora Advisors
Ohio
$1.47M -$43.3K -1,222 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.27M +$73.8K +2,078 +6%
Stifel Financial
38
Stifel Financial
Missouri
$1.26M +$48.3K +1,363 +4%
IFA
39
Interactive Financial Advisors
Illinois
$1.2M -$179K -5,042 -13%
CA
40
Clearstead Advisors
Ohio
$1.04M +$657K +18,506 +171%
BCI
41
Brinker Capital Investments
Pennsylvania
$811K -$576K -16,230 -42%
CG
42
Colony Group
Massachusetts
$763K +$112K +3,145 +17%
OIA
43
Optimum Investment Advisors
Illinois
$743K +$13.8K +389 +2%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$710K +$280K +7,893 +65%
KA
45
Kovack Advisors
Florida
$696K +$201K +5,666 +41%
CCM
46
Colorado Capital Management
Colorado
$627K -$73.1K -2,060 -10%
UR
47
USCA RIA
Texas
$566K -$115K -3,237 -17%
Citadel Advisors
48
Citadel Advisors
Florida
$545K +$545K +15,364 New
AIM
49
Aspen Investment Management
Michigan
$522K +$15K +423 +3%
FAAS
50
First Allied Advisory Services
California
$506K +$178K +4,998 +54%