We are live on ! Find out more
DGRW icon

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
CCG
151
Catalina Capital Group
California
$5.96M +$355K +4,703 +7%
PP
152
Prudential plc
United Kingdom
$5.96M -$376K -4,980 -6%
SMC
153
Smith, Moore & Co
Missouri
$5.88M +$3.62M +47,900 +175%
MSAM
154
Moloney Securities Asset Management
Missouri
$5.82M -$290K -3,840 -5%
GPW
155
Gray Private Wealth
Massachusetts
$5.78M +$243K +3,214 +5%
GIA
156
Gladstone Institutional Advisory
Florida
$5.64M +$121K +1,600 +2%
FG
157
Fiduciary Group
Georgia
$5.57M +$1M +13,291 +23%
VWWMG
158
Vermillion & White Wealth Management Group
Pennsylvania
$5.53M +$934K +12,365 +21%
AA
159
Ancora Advisors
Ohio
$5.49M +$9.52K +126 +0.2%
TNB
160
Thomasville National Bank
Georgia
$5.34M +$39.2K +519 +0.8%
Corient Private Wealth
161
Corient Private Wealth
Florida
$5.32M +$210K +2,778 +4%
LPAM
162
Lodestar Private Asset Management
California
$5.29M +$98.5K +1,303 +2%
FRA
163
FFG Retirement Advisors
Colorado
$5.21M -$133K -1,759 -3%
DC
164
Darrow Company
Massachusetts
$5.1M +$36.4K +482 +0.7%
PFS
165
Prospera Financial Services
Texas
$4.9M +$1.49M +19,698 +46%
REMPR
166
Roof Eidam Maycock Peralta (REMP)
California
$4.85M +$15.3K +203 +0.3%
Comerica Bank
167
Comerica Bank
Texas
$4.8M +$341K +4,508 +8%
OC
168
Oppenheimer & Co
New York
$4.75M +$415K +5,490 +10%
FFS
169
Founders Financial Securities
Maryland
$4.75M +$88.5K +1,171 +2%
Mirae Asset Global Investments
170
Mirae Asset Global Investments
South Korea
$4.74M
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$4.72M -$118K -1,567 -3%
LSA
172
Lansing Street Advisors
Pennsylvania
$4.7M +$174K +2,304 +4%
AWM
173
Aries Wealth Management
Maine
$4.64M +$168K +2,226 +4%
GM
174
GeoWealth Management
Illinois
$4.63M -$2.02M -26,769 -31%
CIAS
175
Capital Investment Advisory Services
North Carolina
$4.37M +$11.2K +148 +0.3%