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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

133 hedge funds and large institutions have $1.21B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+23
Holders Change %
+20.91%
% of All Funds
3.02%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
29
Increased
56
Reduced
26
Closed
5
Calls
$696K
Puts
Net Calls
+$696K
Net Calls Change
+$696K
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$137K +$50.9K +1,209 +59%
TFO
102
Tarbox Family Office
California
$119K +$119K +2,880 New
HNB
103
Huntington National Bank
Ohio
$104K -$92K
AIM
104
Arcadia Investment Management
Michigan
$104K
ST
105
Smithfield Trust
Pennsylvania
$99K
IA
106
IFP Advisors
Florida
$93K +$32.7K +788 +54%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$91K +$91K +2,204 New
FA
108
Fortis Advisors
Pennsylvania
$87K -$12K -289 -12%
CAL
109
Capital Advisors Ltd
Ohio
$84K +$15.2K +366 +22%
PCP
110
Proficio Capital Partners
Massachusetts
$83K
CA
111
Calton & Associates
Florida
$78K +$78K +1,791 New
RCG
112
Ruggie Capital Group
Florida
$76K
CPIG
113
Chicago Partners Investment Group
Illinois
$65K
TRCT
114
Tower Research Capital (TRC)
New York
$34K -$165K -3,966 -83%
BAM
115
Barrett Asset Management
New York
$33K -$10.3K -250 -24%
SFSIG
116
San Francisco Sentry Investment Group
California
$29K +$29K +690 New
SEI Investments
117
SEI Investments
Pennsylvania
$27K +$22.9K +554 +560%
RFC
118
Regions Financial Corp
Alabama
$25K +$25K +600 New
PCA
119
Providence Capital Advisors
North Carolina
$22K +$22K +530 New
GEA
120
Glen Eagle Advisors
New Jersey
$16.6K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$16K
AIP
122
Ameritas Investment Partners
Nebraska
$14K +$4.47K +176 +47%
WEC
123
Winslow Evans & Crocker
Massachusetts
$8.29K
GWM
124
Geneos Wealth Management
Colorado
$8K
BlackRock
125
BlackRock
New York
$7K