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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
AAS
126
Ameritas Advisory Services
Nebraska
$8.61M -$166K -2,190 -2%
RIA
127
Regal Investment Advisors
Michigan
$8.61M +$21.2K +281 +0.3%
IA
128
IFG Advisory
Georgia
$8.6M -$580K -7,672 -7%
WWM
129
Western Wealth Management
Colorado
$8.58M +$296K +3,921 +4%
CFS
130
CRA Financial Services
New Jersey
$8.21M +$1.02M +13,547 +15%
OPWM
131
Oxinas Partners Wealth Management
Indiana
$8.2M -$304K -4,026 -4%
FHA
132
Flagship Harbor Advisors
Massachusetts
$8.19M -$677K -8,957 -8%
HFS
133
Howard Financial Services
Texas
$8.17M +$758K +10,033 +11%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$8.14M +$239K +3,157 +3%
WSFS
135
Wilmington Savings Fund Society
Delaware
$8.05M +$6.5K +86 +0.1%
APA
136
Astoria Portfolio Advisors
New York
$8M +$1.63M +21,579 +27%
Creative Planning
137
Creative Planning
Kansas
$7.95M +$226K +2,985 +3%
SWP
138
Stratos Wealth Partners
Ohio
$7.81M -$81.3K -1,076 -1%
IWM
139
IHT Wealth Management
Illinois
$7.56M +$214K +2,833 +3%
OWA
140
ORBA Wealth Advisors
Illinois
$7.48M +$377K +4,993 +5%
MA
141
MBA Advisors
Pennsylvania
$7.44M -$32.1K -425 -0.4%
MTWM
142
Masso Torrence Wealth Management
New Jersey
$7.07M +$505K +6,679 +8%
AFG
143
Albion Financial Group
Utah
$6.96M -$7.93K -105 -0.1%
AWE
144
Avidian Wealth Enterprises
Texas
$6.93M +$597K +7,897 +10%
EFG
145
Ethos Financial Group
Pennsylvania
$6.81M +$6.6M +87,276 New
GLA
146
Good Life Advisors
Pennsylvania
$6.76M +$132K +1,741 +2%
IA
147
Insight Advisors
Pennsylvania
$6.42M +$681K +9,011 +12%
UCFA
148
United Capital Financial Advisors
Texas
$6.34M -$503K -6,662 -8%
VA
149
Valmark Advisers
Ohio
$6.21M +$1.89M +24,965 +46%
IWP
150
IAG Wealth Partners
Wisconsin
$6.16M +$580K +7,670 +11%