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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

164 hedge funds and large institutions have $1.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
25
Increased
60
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
126
San Francisco Sentry Investment Group
California
$201K +$170K +3,842 +557%
BRWA
127
B. Riley Wealth Advisors
Florida
$201K +$201K +4,521 New
CAL
128
Capital Advisors Ltd
Ohio
$157K +$78.1K +1,767 +99%
HNB
129
Huntington National Bank
Ohio
$155K -$82K
LWCFA
130
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133K +$133K +3,000 New
TFO
131
Tarbox Family Office
California
$123K
SEIA
132
Signature Estate & Investment Advisors
California
$112K -$11.2K -253 -9%
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$99K +$18.7K +420 +23%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$95K +$95K +2,144 New
SPIA
135
Steward Partners Investment Advisory
New York
$90K
PCP
136
Proficio Capital Partners
Massachusetts
$89K
Deutsche Bank
137
Deutsche Bank
Germany
$85K +$7.36K +166 +9%
NFG
138
Next Financial Group
Texas
$81K +$81K +1,835 New
AIM
139
Arcadia Investment Management
Michigan
$70K -$41.1K -925 -37%
CPIG
140
Chicago Partners Investment Group
Illinois
$68K +$1.41K +35 +2%
RFC
141
Regions Financial Corp
Alabama
$56K +$31.7K +708 +130%
ADL
142
Asset Dedication LLC
California
$40K
GEA
143
Glen Eagle Advisors
New Jersey
$39.9K
BAM
144
Barrett Asset Management
New York
$35K
SFM
145
Signet Financial Management
New Jersey
$32K +$5.7K +130 +22%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$28K
AIP
147
Ameritas Investment Partners
Nebraska
$26K +$44 +1 +0.2%
US Bancorp
148
US Bancorp
Minnesota
$23K
PCA
149
Providence Capital Advisors
North Carolina
$22K
PWAG
150
Polaris Wealth Advisory Group
California
$19K +$6.53K +144 +52%