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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
HWP
576
Highline Wealth Partners
California
$32.2K +$31.2K +413 New
SWA
577
SOA Wealth Advisors
New York
$31.2K
FLPIM
578
F.L. Putnam Investment Management
Massachusetts
$31.2K +$30.2K +400 New
IF
579
Integrity Financial
Wyoming
$30K
CWC
580
Carolinas Wealth Consulting
North Carolina
$28.9K
HPC
581
HM Payson & Co
Maine
$26.4K
TRCT
582
Tower Research Capital (TRC)
New York
$24.5K -$299K -3,957 -93%
CTC
583
Central Trust Company
Missouri
$23.8K
JPWM
584
Jamison Private Wealth Management
Georgia
$23.4K
GI
585
GAMMA Investing
California
$22.9K
PA
586
PSI Advisors
Florida
$22.9K
SCA
587
Stuart Chaussee & Associates
California
$20.9K
NSIM
588
North Star Investment Management
Illinois
$20.8K
Kayne Anderson Rudnick Investment Management
589
Kayne Anderson Rudnick Investment Management
California
$20.4K
FFA
590
Frazier Financial Advisors
Ohio
$20.4K
PCA
591
Providence Capital Advisors
North Carolina
$19.5K
WIM
592
Westside Investment Management
California
$18.8K
TCOV
593
Trust Company of Vermont
Vermont
$18K
CA
594
Crewe Advisors
Utah
$14.5K -$453 -6 -3%
BSB
595
Bangor Savings Bank
Maine
$14K -$7.48K -99 -35%
PAI
596
Pittenger & Anderson Inc
Nebraska
$13.8K +$13.4K +177 New
HFA
597
Hershey Financial Advisers
Pennsylvania
$12.7K +$12.3K +163 New
WT
598
Whittier Trust
California
$12.7K
FNWA
599
Financial Network Wealth Advisors
Utah
$11.7K -$903K -11,943 -99%
AIM
600
Anchor Investment Management
South Carolina
$11.7K