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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

643 hedge funds and large institutions have $10.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 290 increasing their positions, 167 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+25
Holders Change %
+4.05%
% of All Funds
9.3%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1%
New
64
Increased
290
Reduced
167
Closed
29
Calls
$1.37M
Puts
$17K
Net Calls
+$1.36M
Net Calls Change
+$880K
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
501
Northwest Capital Management
Oregon
$302K +$110K +1,327 +58%
KW
502
KWB Wealth
California
$300K +$60.2K +771 +25%
DA
503
Detalus Advisors
Missouri
$300K +$36.5K +439 +14%
JWCA
504
J.W. Coons Advisors
Ohio
$295K +$42.9K +515 +17%
NCFG
505
New Century Financial Group
New Jersey
$295K -$582 -7 -0.2%
RIM
506
Redwood Investment Management
Arizona
$295K +$295K +3,542 New
CIA
507
Capital Investment Advisors
Georgia
$294K +$34.5K +415 +13%
SAM
508
Seelaus Asset Management
New Jersey
$292K +$8.07K +97 +3%
FCP
509
Fidelis Capital Partners
Florida
$292K
TCOT
510
Trust Company of Toledo
Ohio
$290K +$27K +325 +10%
CCM
511
Carderock Capital Management
Maryland
$287K +$287K +3,453 New
FNBSF
512
First National Bank Sioux Falls
South Dakota
$283K +$283K +3,406 New
Allianz Asset Management
513
Allianz Asset Management
Germany
$283K
RRCM
514
Rappaport Reiches Capital Management
Illinois
$282K
OCM
515
Objective Capital Management
Ohio
$281K +$281K +3,375 New
SM
516
Sensible Money
Arizona
$278K
W
517
WPWealth
Texas
$278K
WCG
518
Weaver Consulting Group
California
$277K
PTC
519
Philadelphia Trust Company
Pennsylvania
$274K +$38.1K +458 +16%
CIBC World Market
520
CIBC World Market
Ontario, Canada
$271K -$59.5K -715 -18%
MOS
521
MGO One Seven
Ohio
$270K +$8.41K +101 +3%
TC
522
Tenret Company
Florida
$269K
CIBC Private Wealth Group
523
CIBC Private Wealth Group
Georgia
$268K +$333 +4 +0.1%
LSA
524
Lion Street Advisors
Texas
$268K
HHGA
525
Halbert Hargrove Global Advisors
California
$264K