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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
476
Stuart Chaussee & Associates
California
$17K
Citigroup
477
Citigroup
New York
$16.4K -$12.6K -198 -43%
PCA
478
Providence Capital Advisors
North Carolina
$15.9K
WIM
479
Westside Investment Management
California
$15.3K
NL
480
NVWM LLC
Pennsylvania
$15K +$15K +237 New
TCOV
481
Trust Company of Vermont
Vermont
$14.7K -$6.35K -100 -30%
Citadel Advisors
482
Citadel Advisors
Florida
$13.3K -$1.04M -16,445 -99%
BCWM
483
Bartlett & Co Wealth Management
Ohio
$12.3K
BC
484
Bartlett & Co
Ohio
$12K
AssetMark Inc
485
AssetMark Inc
California
$11.3K -$32.1K -505 -74%
IHWM
486
Iron Horse Wealth Management
Iowa
$10.8K +$10.8K +170 New
CTC
487
Central Trust Company
Missouri
$10.5K +$10.5K +166 New
WT
488
Whittier Trust
California
$10.2K +$63 +1 +0.6%
PA
489
PSI Advisors
Florida
$9.84K
BLC
490
Brown, Lisle/Cummings
Rhode Island
$9.52K
AIM
491
Anchor Investment Management
South Carolina
$9.52K +$1.91K +30 +25%
TFM
492
TFC Financial Management
Massachusetts
$9.52K +$9.52K +150 New
C
493
Covestor
United Kingdom
$9K +$813 +13 +10%
CFGS
494
Concourse Financial Group Securities
Alabama
$8.57K -$2.54K -40 -23%
PP
495
Pacifica Partners
Canada
$8.17K
WOC
496
West Oak Capital
California
$8K -$3.69K -60 -32%
BWP
497
Baldwin Wealth Partners
Massachusetts
$7.17K +$7.17K +113 New
KFI
498
Key Financial Inc
Pennsylvania
$6.98K
TAM
499
Tucker Asset Management
Colorado
$6.73K +$6.73K +106 New
FP
500
Financial Perspectives
Minnesota
$6.6K