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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

388 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

1% more funds holding

Funds holding: 385388 (+3)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

10.64% less ownership

Funds ownership: 80.94%70.3% (-11%)

24% less capital invested

Capital invested by funds: $5.63B → $4.25B (-$1.38B)

Holders
388
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
Net Calls
+$951K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
RW
26
RVW Wealth
California
$35M -$21.5K -354 -0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$33.6M +$1.38M +22,735 +4%
BFG
28
Beacon Financial Group
Texas
$32.6M +$918K +15,146 +3%
KAS
29
Kestra Advisory Services
Texas
$30.4M -$8.15M -134,434 -20%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$28.2M +$5.95M +98,183 +25%
SIM
31
Stratos Investment Management
Ohio
$27.6M +$1.84M +30,277 +7%
KFP
32
KB Financial Partners
New Jersey
$27.4M -$495K -8,169 -2%
BFG
33
Bouchey Financial Group
New York
$27.3M +$4.42K +73 +0%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$26.6M -$497M -8,202,940 -95%
AWE
35
Avidian Wealth Enterprises
Texas
$26.5M +$1.62M +26,654 +6%
SIG
36
Spinnaker Investment Group
California
$26.4M +$886K +14,619 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$26.4M -$683K -11,265 -2%
PCIA
38
Prime Capital Investment Advisors
Kansas
$26M +$9.9M +163,274 +56%
EH
39
Equitable Holdings
New York
$25.5M +$2.35M +38,811 +10%
GWS
40
Glassman Wealth Services
Virginia
$24.7M +$1.96M +32,365 +8%
Truist Financial
41
Truist Financial
North Carolina
$23.3M +$3.14M +51,722 +15%
DLIC
42
Daido Life Insurance Company
Japan
$17M
IA
43
IFP Advisors
Florida
$16.1M
ACA
44
Aspire Capital Advisors
Washington
$15.7M -$2.57M -42,396 -13%
Osaic Holdings
45
Osaic Holdings
Arizona
$15.7M -$14.9M -245,684 -47%
LCM
46
LVM Capital Management
Michigan
$15.7M +$190K +3,135 +1%
JP Morgan Chase
47
JP Morgan Chase
New York
$15.7M -$1.88M -31,005 -10%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$15.2M +$8.69M +143,433 +117%
CRC
49
Curi RMB Capital
Illinois
$15M +$505K +8,325 +3%
HWM
50
HB Wealth Management
Georgia
$12.6M +$695K +11,460 +5%