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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
SFA
101
Sequoia Financial Advisors
Ohio
$12.5M -$837K -11,078 -6%
HCM
102
Hengehold Capital Management
Ohio
$12M +$207K +2,737 +2%
SAM
103
Smartleaf Asset Management
Massachusetts
$11.9M +$2.66M +35,245 +30%
KDA
104
Kraft Davis & Associates
Missouri
$11.9M +$287K +3,794 +3%
FCM
105
Family Capital Management
Michigan
$11.7M -$278K -3,676 -2%
GSEP
106
Golden State Equity Partners
California
$11.4M +$11.1M +146,637 New
IWP
107
Invenio Wealth Partners
Florida
$11.1M +$392K +5,181 +4%
FNT
108
First National Trust
Pennsylvania
$10.9M +$799K +10,573 +8%
HGA
109
Hobbs Group Advisors
South Carolina
$10.9M +$10.5M +139,120 New
TWP
110
Triad Wealth Partners
Kansas
$10.6M +$1.53M +20,192 +18%
JAG
111
Journey Advisory Group
Kentucky
$10.5M +$258K +3,408 +3%
WANY
112
Wealthspire Advisors (New York)
New York
$10.3M -$3M -39,699 -23%
IF
113
Intrua Financial
Texas
$9.81M +$4.53M +59,925 +91%
MPW
114
Melone Private Wealth
Michigan
$9.45M +$81.2K +1,075 +0.9%
MPW
115
Monterey Private Wealth
California
$9.41M +$37.3K +494 +0.4%
BAWC
116
Boyce & Associates Wealth Consulting
Texas
$9.38M +$1.17M +15,464 +15%
PCG
117
Prosperity Consulting Group
Maryland
$9.28M -$1.56M -20,694 -15%
TSWM
118
Tyler-Stone Wealth Management
Ohio
$9.17M +$1.9M +25,149 +27%
VVP
119
Venture Visionary Partners
Ohio
$9.11M +$258K +3,413 +3%
DWAM
120
Duncan Williams Asset Management
Tennessee
$8.92M +$851K +11,267 +11%
JWCA
121
J.W. Cole Advisors
Florida
$8.9M +$24.9K +330 +0.3%
MFG
122
Merit Financial Group
Georgia
$8.89M +$174K +2,308 +2%
CPA
123
Capital Planning Advisors
California
$8.69M +$349K +4,624 +4%
UAG
124
United Advisor Group
Ohio
$8.63M +$1.67M +22,121 +25%
TCM
125
TD Capital Management
Tennessee
$8.61M +$144K +1,911 +2%