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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $4.7B → $4.94B (+$245M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

0.83% more ownership

Funds ownership: 78.65%79.48% (+0.83%)

1% less funds holding

Funds holding: 325322 (-3)

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
126
Bank of New York Mellon
New York
$1.27M +$700K +11,433 +112%
WP
127
WealthPLAN Partners
Nebraska
$1.24M -$191K -3,125 -14%
WWM
128
Windsor Wealth Management
Indiana
$1.22M -$24.5K -400 -2%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.21M -$54.7K -894 -4%
NFC
130
Northeast Financial Consultants
Connecticut
$1.2M +$612 +10 +0%
WCM
131
WealthBridge Capital Management
Ohio
$1.17M -$21.4K -349 -2%
STA
132
Summit Trail Advisors
New York
$1.14M +$4.96K +81 +0.4%
Citadel Advisors
133
Citadel Advisors
Florida
$1.11M +$1.15M +18,820 New
GWM
134
Geneos Wealth Management
Colorado
$1.06M +$195K +3,192 +22%
OC
135
Oppenheimer & Co
New York
$1.06M +$12.7K +207 +1%
CAL
136
Capital Analysts LLC
Pennsylvania
$1.06M +$66.4K +1,085 +6%
FHA
137
Flagship Harbor Advisors
Massachusetts
$925K
IC
138
IEQ Capital
California
$924K
RFC
139
Regions Financial Corp
Alabama
$909K
Creative Planning
140
Creative Planning
Kansas
$878K +$170K +2,781 +23%
TRCT
141
Tower Research Capital (TRC)
New York
$868K +$687K +11,220 +318%
SIA
142
SkyView Investment Advisors
New Jersey
$850K +$16.3K +267 +2%
TTWM
143
TCV Trust & Wealth Management
Virginia
$844K
PFS
144
Prospera Financial Services
Texas
$828K -$3.79K -62 -0.4%
ACG
145
Allen Capital Group
Nebraska
$824K -$215K -3,518 -20%
MBT
146
Montecito Bank & Trust
California
$824K +$26.6K +434 +3%
NFG
147
Next Financial Group
Texas
$821K +$63.9K +1,044 +8%
BCA
148
Bay Colony Advisors
Massachusetts
$799K
CCM
149
Colorado Capital Management
Colorado
$796K -$29.3K -479 -3%
AWA
150
Arkadios Wealth Advisors
Georgia
$794K -$90.5K -1,478 -10%