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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $4.7B → $4.94B (+$245M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

0.83% more ownership

Funds ownership: 78.65%79.48% (+0.83%)

1% less funds holding

Funds holding: 325322 (-3)

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$36M -$469K -7,666 -1%
RW
27
RVW Wealth
California
$35M +$1.25M +20,487 +4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$34.2M +$2.45M +40,070 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$34.2M +$935K +15,270 +3%
BFM
30
Boston Financial Management
Massachusetts
$32.6M -$3.98M -64,986 -11%
KAS
31
Kestra Advisory Services
Texas
$31.3M +$718K +11,729 +2%
BFG
32
Beacon Financial Group
Texas
$30.7M +$68.9K +1,125 +0.2%
CFA
33
Carroll Financial Associates
North Carolina
$30.5M +$2.54M +41,450 +9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$28M +$1.95M +31,843 +7%
BFG
35
Bouchey Financial Group
New York
$26.1M +$827K +13,515 +3%
KFP
36
KB Financial Partners
New Jersey
$23.3M +$3.65M +59,700 +18%
Truist Financial
37
Truist Financial
North Carolina
$23.3M +$591K +9,650 +3%
SIM
38
Stratos Investment Management
Ohio
$21.4M +$4.21M +68,736 +23%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$20.5M -$292K -4,770 -1%
DLIC
40
Daido Life Insurance Company
Japan
$17.4M
CAN
41
Cetera Advisor Networks
California
$15.1M -$33.1K -540 -0.2%
PCIA
42
Prime Capital Investment Advisors
Kansas
$15.1M +$6.61M +107,901 +72%
LCM
43
LVM Capital Management
Michigan
$15.1M +$18.5K +302 +0.1%
CRC
44
Curi RMB Capital
Illinois
$14M -$251K -4,093 -2%
HB
45
Homrich & Berg
Georgia
$12.5M -$128K -2,083 -1%
MIAN
46
Mariner Independent Advisor Network
Kansas
$12.3M -$505K -8,242 -4%
IA
47
IFP Advisors
Florida
$12.3M +$665K +10,865 +5%
SFA
48
Sequoia Financial Advisors
Ohio
$12.1M -$1.28M -20,875 -9%
EH
49
Equitable Holdings
New York
$11.5M +$263K +4,304 +2%
EWMCB
50
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.7M -$560K -9,149 -5%