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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 %
TAM
551
Tucker Asset Management
Colorado
$206K
Qube Research & Technologies (QRT)
552
Qube Research & Technologies (QRT)
United Kingdom
$205K -$308K -3,705 -60%
ZAM
553
Zevin Asset Management
Massachusetts
$203K -$32.7K -392 -14%
MWM
554
Mission Wealth Management
California
$202K +$202K +2,428 New
KA
555
Kovack Advisors
Florida
$201K +$201K +2,418 New
ACM
556
AlphaStar Capital Management
North Carolina
$200K +$200K +2,408 New
HIA
557
Harbor Investment Advisory
Maryland
$195K
GWANC
558
Guardian Wealth Advisors (North Carolina)
North Carolina
$193K +$20.6K +247 +12%
GWM
559
Guardian Wealth Management
Illinois
$190K
CTWM
560
Cherry Tree Wealth Management
Minnesota
$186K +$29.8K +358 +19%
LWCFA
561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K
IWA
562
Icon Wealth Advisors
Texas
$143K +$143K +1,719 New
LWANC
563
Laurel Wealth Advisors (North Carolina)
North Carolina
$143K -$8.32K -100 -6%
S
564
SignatureFD
Georgia
$143K +$98.8K +1,187 +225%
KFI
565
Key Financial Inc
Pennsylvania
$131K
AAG
566
Armstrong Advisory Group
Massachusetts
$131K
CB
567
CNB Bank
Pennsylvania
$130K
DWM
568
Darwin Wealth Management
Florida
$110K +$110K +1,324 New
PSB
569
Piscataqua Savings Bank
New Hampshire
$108K
SRCM
570
Signature Resources Capital Management
California
$105K +$166 +2 +0.2%
SWM
571
Spire Wealth Management
Virginia
$105K
SIS
572
Strategic Investment Solutions
Illinois
$102K
AA
573
Addison Advisors
Vermont
$101K
PFG
574
Peterson Financial Group
Iowa
$88.1K +$88.1K +1,059 New
ANBT
575
American National Bank & Trust
Texas
$83.2K