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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

706 hedge funds and large institutions have $12.1B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 314 increasing their positions, 168 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+63
Holders Change %
+9.8%
% of All Funds
9.4%
Holding in Top 10
83
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.29%
% of All Funds
1.11%
New
107
Increased
314
Reduced
168
Closed
33
Calls
$672K
Puts
$194K
Net Calls
+$478K
Net Calls Change
-$878K
Name Holding Trade Value Shares
Change
Shares
Change %
AA
626
Addison Advisors
Vermont
$98.3K
CT
627
Coastline Trust
Rhode Island
$83.4K +$18.9K +233 +29%
ANBT
628
American National Bank & Trust
Texas
$76.9K -$4.05K -50 -5%
CFGS
629
Concourse Financial Group Securities
Alabama
$71.8K -$1K -12 -1%
HIW
630
Holos Integrated Wealth
Pennsylvania
$70.3K +$70.3K +869 New
PMFA
631
Plante Moran Financial Advisors
Michigan
$67.4K
OA
632
Operose Advisors
Wisconsin
$64.3K
Federated Hermes
633
Federated Hermes
Pennsylvania
$61.3K +$61.3K +757 New
T
634
Tidemark
California
$61.1K
FDCDDQ
635
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.9K +$57.9K +715 New
DRP
636
Decker Retirement Planning
Utah
$57.8K +$57.8K +714 New
CCM
637
Chilton Capital Management
Texas
$55.8K +$55.8K +689 New
LC
638
Lavaca Capital
Texas
$52.3K +$52.3K +646 New
BCWM
639
Bartlett & Co Wealth Management
Ohio
$51.6K
WWM
640
Wolff Wiese Magana
California
$50.2K
SSB
641
Sandy Spring Bank
Maryland
$48.6K
PGAM
642
Princeton Global Asset Management
New Jersey
$48.6K
NOI
643
Newton One Investments
Delaware
$48.2K +$48.2K +595 New
AF
644
Allworth Financial
California
$47.6K +$35.7K +428 +299%
BTI
645
Blue Trust Inc
Georgia
$45.5K +$45.5K +562 New
RMP
646
Richards, Merrill & Peterson
Washington
$41.6K +$41.6K +514 New
AF
647
Advisornet Financial
Minnesota
$40.8K -$16.1K -199 -28%
KFGG
648
Keystone Financial Group (Georgia)
Georgia
$40.6K +$40.6K +501 New
FG
649
Fairman Group
Pennsylvania
$40.5K
S
650
Sachetta
Massachusetts
$40.5K