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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $4.7B → $4.94B (+$245M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

0.83% more ownership

Funds ownership: 78.65%79.48% (+0.83%)

1% less funds holding

Funds holding: 325322 (-3)

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
Trilogy Capital
California
$10.7M +$1.06M +17,377 +11%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$10.5M +$8.63M +140,914 +372%
WANY
53
Wealthspire Advisors (New York)
New York
$10.1M -$1.01M -16,550 -9%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$9.81M +$1.09M +17,880 +9%
JP Morgan Chase
55
JP Morgan Chase
New York
$8.94M +$3.6M +58,758 +63%
LWP
56
Legacy Wealth Planning
Nevada
$8.35M -$5.49M -89,763 -39%
CGFA
57
Colton Groome Financial Advisors
North Carolina
$7.9M +$5.12M +83,638 +165%
HCM
58
Hengehold Capital Management
Ohio
$7.74M +$3.1M +50,642 +63%
TAM
59
Townsend Asset Management
North Carolina
$7.54M +$405K +6,608 +5%
Goldman Sachs
60
Goldman Sachs
New York
$6.96M +$7.24M +118,326 New
IWM
61
IHT Wealth Management
Illinois
$6.46M +$522K +8,520 +8%
CPA
62
Capital Planning Advisors
California
$6.29M +$408K +6,666 +7%
JFS
63
JD Financial Services
Pennsylvania
$6.16M +$181K +2,956 +3%
GSEP
64
Golden State Equity Partners
California
$5.75M +$30.1K +491 +0.5%
CA
65
Cetera Advisors
Colorado
$5.71M +$418K +6,829 +8%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$5.42M +$1.39M +22,700 +33%
SWP
67
Stratos Wealth Partners
Ohio
$5.32M -$172K -2,813 -3%
AFG
68
Albion Financial Group
Utah
$5.31M -$4.59K -75 -0.1%
SF
69
Synovus Financial
Georgia
$5.23M +$4.41K +72 +0.1%
UCFA
70
United Capital Financial Advisors
Texas
$4.89M -$318K -5,192 -6%
FG
71
Fiduciary Group
Georgia
$4.86M -$176K -2,869 -4%
GLA
72
Good Life Advisors
Pennsylvania
$4.82M +$130K +2,116 +3%
Stifel Financial
73
Stifel Financial
Missouri
$4.74M +$303K +4,946 +7%
AA
74
Ancora Advisors
Ohio
$4.57M +$1.04K +17 +0%
MA
75
MBA Advisors
Pennsylvania
$4.2M +$205K +3,356 +5%