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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

325 hedge funds and large institutions have $4.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
5.67%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
31
Increased
123
Reduced
92
Closed
17
Calls
$2.85M
Puts
$274K
Net Calls
+$2.57M
Net Calls Change
+$879K
Name Holding Trade Value Shares
Change
Shares
Change %
OC
126
Oppenheimer & Co
New York
$1.07M +$37.9K +636 +4%
ACG
127
Allen Capital Group
Nebraska
$1.05M -$383K -6,418 -27%
CAL
128
Capital Analysts LLC
Pennsylvania
$1.01M -$63.8K -1,069 -6%
BCM
129
BlueCrest Capital Management
Jersey
$982K +$477K +7,987 +94%
LA
130
Latitude Advisors
Florida
$959K +$81.9K +1,373 +9%
Citigroup
131
Citigroup
New York
$958K -$164K -2,750 -15%
IC
132
IEQ Capital
California
$937K +$937K +15,708 New
FHA
133
Flagship Harbor Advisors
Massachusetts
$925K +$259K +4,336 +39%
RFC
134
Regions Financial Corp
Alabama
$921K
AWA
135
Arkadios Wealth Advisors
Georgia
$893K -$1.5M -25,164 -63%
GWM
136
Geneos Wealth Management
Colorado
$888K +$185K +3,063 +26%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$854K +$133K +2,225 +18%
TTWM
138
TCV Trust & Wealth Management
Virginia
$853K
PFS
139
Prospera Financial Services
Texas
$843K +$2.39K +40 +0.3%
CCM
140
Colorado Capital Management
Colorado
$836K
SIA
141
SkyView Investment Advisors
New Jersey
$811K
BCA
142
Bay Colony Advisors
Massachusetts
$810K -$9.13K -153 -1%
MBT
143
Montecito Bank & Trust
California
$810K +$82.2K +1,377 +11%
CFO
144
CVA Family Office
Colorado
$807K
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$804K -$4.71M -78,865 -85%
FFWM
146
Future Financial Wealth Management
Ohio
$774K +$44.2K +741 +6%
NFG
147
Next Financial Group
Texas
$770K +$55.6K +932 +8%
MA
148
MONECO Advisors
Connecticut
$759K +$22.8K +383 +3%
Creative Planning
149
Creative Planning
Kansas
$724K -$409K -6,862 -36%
SPIA
150
Steward Partners Investment Advisory
New York
$707K -$510K -8,547 -42%