We are live on ! Find out more
DGRW icon

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
CA
101
CGN Advisors
Kansas
$3.54M +$3.74M +61,741 New
LF
102
Lantz Financial
Illinois
$3.46M +$14.1K +232 +0.4%
HAS
103
HBW Advisory Services
California
$3.41M +$3.4M +56,014 +1,607%
IWM
104
IHT Wealth Management
Illinois
$3.4M -$903K -14,896 -20%
FFS
105
Founders Financial Securities
Maryland
$3.3M -$546K -9,006 -14%
MSAM
106
Moloney Securities Asset Management
Missouri
$3.17M -$27.5K -454 -0.8%
HFS
107
Howard Financial Services
Texas
$3.1M +$53.1K +876 +2%
CNBTD
108
Citizens National Bank Trust Department
Mississippi
$3.08M +$280K +4,613 +9%
MFP
109
Meridian Financial Partners
Virginia
$2.88M +$142K +2,345 +5%
AC
110
Avant Capital
Louisiana
$2.87M -$44.1K -728 -1%
PAS
111
Park Avenue Securities
New York
$2.86M +$186K +3,068 +7%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$2.8M -$29.5K -486 -1%
CIAS
113
Capital Investment Advisory Services
North Carolina
$2.7M +$240K +3,966 +9%
SWMG
114
Sanchez Wealth Management Group
Florida
$2.65M +$29.5K +486 +1%
JWCA
115
J.W. Cole Advisors
Florida
$2.62M -$2.4M -39,631 -46%
LAS
116
LWM Advisory Services
Florida
$2.58M +$2.72M +44,944 New
LSA
117
Lansing Street Advisors
Pennsylvania
$2.52M -$547K -9,024 -17%
SFP
118
Sweet Financial Partners
Minnesota
$2.52M +$606 +10 +0%
SWP
119
ShoreHaven Wealth Partners
New Jersey
$2.5M -$636K -10,492 -19%
MTWM
120
Masso Torrence Wealth Management
New Jersey
$2.42M +$69K +1,138 +3%
CA
121
Claro Advisors
Massachusetts
$2.41M +$2.55M +42,056 New
OC
122
Oppenheimer & Co
New York
$2.38M +$514K +8,481 +26%
EVM
123
Eaton Vance Management
Massachusetts
$2.35M +$62.2K +1,026 +3%
GEA
124
Glen Eagle Advisors
New Jersey
$2.33M +$1.83M +30,133 +286%
WWM
125
Western Wealth Management
Colorado
$2.29M +$80K +1,320 +3%