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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
CWA
76
Continuum Wealth Advisors
New York
$19.5M +$1.4M +18,565 +8%
CFA
77
Cahill Financial Advisors
Minnesota
$19.1M -$88.6K -1,173 -0.5%
Goldman Sachs
78
Goldman Sachs
New York
$19M +$15.6M +206,833 +574%
GVAG
79
Great Valley Advisor Group
Delaware
$18.8M -$3.72M -49,159 -17%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$18.8M +$1.03M +13,607 +6%
MML Investors Services
81
MML Investors Services
Massachusetts
$18.7M +$1.52M +20,051 +9%
AWA
82
Amplius Wealth Advisors
Pennsylvania
$18.7M -$407K -5,381 -2%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$16.7M -$65.4K -865 -0.4%
CRC
84
Curi RMB Capital
Illinois
$16.5M -$80.9K -1,070 -0.5%
COI
85
Connable Office Inc
Michigan
$16.1M +$3.91M +51,722 +33%
PAWA
86
Palo Alto Wealth Advisors
California
$16M +$124K +1,643 +0.8%
HCA
87
Heck Capital Advisors
Wisconsin
$15.8M +$15.1M +200,464 +8,571%
VFPI
88
Vantage Financial Partners (Illinois)
Illinois
$15.7M +$15.2M +201,537 New
DADC
89
D.A. Davidson & Co
Montana
$15.5M +$688K +9,105 +5%
MSFS
90
Main Street Financial Solutions
Pennsylvania
$14.1M +$640K +8,474 +5%
SA
91
Sanctuary Advisors
Indiana
$14.1M +$14.4M +191,118 New
FFN
92
Focus Financial Network
Minnesota
$13.5M -$58.9K -779 -0.5%
AWS
93
Atria Wealth Solutions
New York
$13.4M -$2.06M -27,230 -14%
LW
94
Lauer Wealth
Indiana
$13.3M -$847K -11,209 -6%
TAM
95
Townsend Asset Management
North Carolina
$13.3M +$169K +2,234 +1%
CA
96
Cresta Advisors
Texas
$13M -$71.1K -941 -0.6%
WMR
97
Wealth Management Resources
Rhode Island
$13M -$894K -11,825 -7%
CA
98
CGN Advisors
Kansas
$12.9M +$870K +11,515 +7%
AI
99
Atria Investments
North Carolina
$12.9M +$3.14M +41,552 +34%
Cerity Partners
100
Cerity Partners
New York
$12.5M +$2.64M +34,947 +28%