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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

621 hedge funds and large institutions have $9.95B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 267 increasing their positions, 161 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

66% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 161

11% more funds holding in top 10

Funds holding in top 10: 6673 (+7)

4% more funds holding

Funds holding: 598621 (+23)

4% more capital invested

Capital invested by funds: $9.59B → $9.95B (+$354M)

0.82% less ownership

Funds ownership: 75.74%74.92% (-0.82%)

Holders
621
Holders Change
+23
Holders Change %
+3.85%
% of All Funds
8.97%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.05%
New
75
Increased
267
Reduced
161
Closed
39
Calls
$476K
Puts
Net Calls
+$476K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
26
Legacy Financial Advisors
Kentucky
$60.5M -$2.25M -29,785 -4%
IA
27
IAM Advisory
Pennsylvania
$60.3M +$37.6M +497,566 +181%
BFM
28
Boston Financial Management
Massachusetts
$57.9M -$2.25M -29,797 -4%
GWS
29
Glassman Wealth Services
Virginia
$57.5M +$5.02M +66,478 +10%
PWS
30
Private Wealth Strategies
Ohio
$56.4M +$981K +12,978 +2%
PCIA
31
Prime Capital Investment Advisors
Kansas
$56.1M -$5.68M -75,214 -9%
BFG
32
Beacon Financial Group
Texas
$54.7M -$374K -4,951 -0.7%
PWMG
33
Prestige Wealth Management Group
New Jersey
$52.4M -$1.91M -25,293 -4%
SIM
34
Stratos Investment Management
Ohio
$50.2M +$6.38M +84,393 +15%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$50.2M +$4.12M +54,581 +9%
EH
36
Equitable Holdings
New York
$49.1M +$2.77M +36,652 +6%
SFG
37
SNS Financial Group
Minnesota
$47.1M +$414K +5,475 +0.9%
SIG
38
Spinnaker Investment Group
California
$44.5M -$130K -1,720 -0.3%
SC
39
Savant Capital
Illinois
$42.3M -$1.07M -14,107 -3%
KAS
40
Kestra Advisory Services
Texas
$39.3M +$740K +9,794 +2%
NW
41
NewEdge Wealth
Pennsylvania
$38.9M -$478K -6,321 -1%
OIA
42
OneDigital Investment Advisors
Kansas
$38.8M -$8.84K -117 -0%
SIA
43
SkyView Investment Advisors
New Jersey
$38.2M +$221K +2,922 +0.6%
FP
44
Fiduciary Planning
Florida
$37.7M +$1.64M +21,708 +5%
JP Morgan Chase
45
JP Morgan Chase
New York
$36.9M -$3.47M -45,940 -9%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$36.8M -$24.8M -328,497 -41%
C
47
Certuity
Florida
$36.6M +$3.73M +49,418 +12%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$33M +$2.47M +32,717 +8%
BA
49
BCM Advisors
Louisiana
$32M -$292K -3,870 -0.9%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$31.8M -$14.7M -194,516 -32%