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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

388 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

1% more funds holding

Funds holding: 385388 (+3)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

10.64% less ownership

Funds ownership: 80.94%70.3% (-11%)

24% less capital invested

Capital invested by funds: $5.63B → $4.25B (-$1.38B)

Holders
388
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
Net Calls
+$951K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
76
Oxinas Partners Wealth Management
Indiana
$5.74M +$175K +2,893 +3%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$5.28M
AFG
78
Albion Financial Group
Utah
$5.15M -$606 -10 -0%
ARC
79
Advisor Resource Council
Texas
$4.95M +$5.23M +86,329 New
GLA
80
Good Life Advisors
Pennsylvania
$4.93M +$193K +3,186 +4%
AA
81
Ancora Advisors
Ohio
$4.78M -$16K -264 -0.3%
UCFA
82
United Capital Financial Advisors
Texas
$4.73M +$309K +5,100 +7%
Stifel Financial
83
Stifel Financial
Missouri
$4.72M -$183K -3,021 -4%
MA
84
MBA Advisors
Pennsylvania
$4.67M +$306K +5,051 +7%
FHA
85
Flagship Harbor Advisors
Massachusetts
$4.52M +$691K +11,400 +17%
SF
86
Synovus Financial
Georgia
$4.5M +$105K +1,735 +2%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$4.47M +$3.28M +54,028 +226%
WSFS
88
Wilmington Savings Fund Society
Delaware
$4.45M +$798K +13,170 +20%
FG
89
Fiduciary Group
Georgia
$4.38M -$20.7K -342 -0.5%
ACM
90
Avalon Capital Management
California
$4.15M -$22.8K -376 -0.5%
AAS
91
Avantax Advisory Services
Texas
$3.97M +$536K +8,837 +15%
C
92
Certuity
Florida
$3.81M +$3.49M +57,609 +646%
BAWC
93
Boyce & Associates Wealth Consulting
Texas
$3.77M +$2.49M +41,153 +167%
LFPWM
94
Leicht Financial Planning & Wealth Management
New Jersey
$3.74M -$61.6K -1,017 -2%
SWP
95
Stratos Wealth Partners
Ohio
$3.71M +$350K +5,775 +10%
SWA
96
Stratos Wealth Advisors
Ohio
$3.68M +$3.89M +64,222 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$3.67M +$142K +2,347 +4%
CGFA
98
Colton Groome Financial Advisors
North Carolina
$3.64M -$3.09M -51,035 -45%
AWS
99
Atria Wealth Solutions
New York
$3.61M -$1.06M -17,476 -22%
IA
100
Insight Advisors
Pennsylvania
$3.61M +$64.6K +1,066 +2%