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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
CCT
101
Country Club Trust
Missouri
$2.46M -$1.2M -19,675 -32%
AWM
102
AE Wealth Management
Kansas
$2.21M +$476K +7,768 +26%
BMA
103
Brooks Moore & Associates
Tennessee
$2.12M +$15K +245 +0.7%
Brown Advisory
104
Brown Advisory
Maryland
$1.99M
GSWM
105
Golden State Wealth Management
California
$1.97M +$38.3K +625 +2%
SPA
106
Sentinel Pension Advisors
Massachusetts
$1.82M -$948K -15,481 -33%
AFP
107
Ausdal Financial Partners
Iowa
$1.75M -$12.7K -208 -0.7%
AIP
108
Almanack Investment Partners
Pennsylvania
$1.73M
FTUS
109
Flow Traders U.S.
New York
$1.69M +$1.76M +28,785 New
RCAG
110
Rehmann Capital Advisory Group
Michigan
$1.69M +$29.3K +478 +2%
TCM
111
TD Capital Management
Tennessee
$1.68M +$247K +4,029 +16%
EVM
112
Eaton Vance Management
Massachusetts
$1.66M -$53.1K -867 -3%
CAM
113
Cresset Asset Management
Illinois
$1.65M +$551 +9 +0%
OWA
114
Outlook Wealth Advisors
Texas
$1.62M +$168K +2,741 +11%
OAM
115
Occidental Asset Management
California
$1.52M +$735 +12 +0%
KPWS
116
Kestra Private Wealth Services
Texas
$1.51M +$203K +3,324 +15%
IAIM
117
International Assets Investment Management
Florida
$1.47M +$176K +2,872 +15%
CG
118
Colony Group
Massachusetts
$1.46M +$4.04K +66 +0.3%
GIA
119
Gladstone Institutional Advisory
Florida
$1.45M +$1M +16,386 +197%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$1.43M +$614K +10,023 +70%
CFA
121
Cahill Financial Advisors
Minnesota
$1.41M +$6.67K +109 +0.5%
HA
122
Herold Advisors
New York
$1.38M +$1.43M +23,403 New
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$175K +2,854 +14%
AW
124
ACG Wealth
Georgia
$1.3M +$735 +12 +0.1%
GWS
125
Glassman Wealth Services
Virginia
$1.3M +$1.35M +22,116 New