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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

185 hedge funds and large institutions have $1.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+21
Holders Change %
+12.8%
% of All Funds
4.13%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
44
Increased
72
Reduced
41
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$232K +$5.1K +133 +2%
MA
127
MUFG Americas
New York
$222K +$222K +5,800 New
PC
128
Palo Capital
California
$213K +$213K +5,559 New
NWP
129
Northstar Wealth Partners
Connecticut
$207K
BL
130
Balentine LLC
Georgia
$207K +$207K +5,400 New
LPT
131
Legacy Private Trust
Wisconsin
$206K -$10.4K -270 -5%
ST
132
Smithfield Trust
Pennsylvania
$203K
IC
133
Intersect Capital
California
$203K +$203K +5,296 New
MCP
134
Mirador Capital Partners
California
$200K -$4.55K -119 -2%
AF
135
Allworth Financial
California
$185K +$995 +26 +0.5%
NFG
136
Next Financial Group
Texas
$183K +$113K +2,933 +160%
SFSIG
137
San Francisco Sentry Investment Group
California
$172K -$1.45K -38 -0.8%
CI
138
CX Institutional
Indiana
$167K +$167K +4,356 New
CLOS
139
Compagnie Lombard Odier SCmA
Switzerland
$141K +$141K +3,670 New
CAL
140
Capital Advisors Ltd
Ohio
$136K
LWCFA
141
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
Citigroup
142
Citigroup
New York
$109K +$109K +2,852 +95,067%
TFO
143
Tarbox Family Office
California
$106K
IIM
144
Ipswich Investment Management
Massachusetts
$100K +$100K +2,613 New
WDL
145
Well Done LLC
Michigan
$96K +$96K +2,503 New
CC
146
Claybrook Capital
Massachusetts
$96K +$96K +2,503 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$95K +$12.5K +324 +15%
KPW
148
Kore Private Wealth
New York
$92K +$92K +2,411 New
HNB
149
Huntington National Bank
Ohio
$90K -$155K
PB
150
Pinnacle Bancorp
Nebraska
$82K +$82K +2,135 New