DGRW icon

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 %
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$503K -$12.4K -208 -2%
TFA
177
Tranquilli Financial Advisor
New Jersey
$502K +$502K +8,408 New
AllianceBernstein
178
AllianceBernstein
Tennessee
$500K +$500K +8,386 New
FFA
179
First Foundation Advisors
California
$498K +$49.4K +828 +11%
GIA
180
Gladstone Institutional Advisory
Florida
$495K -$52.8K -885 -10%
MA
181
Menlo Advisors
California
$494K
GWSG
182
GPS Wealth Strategies Group
Colorado
$490K -$11.3K -189 -2%
DAM
183
Deltec Asset Management
New York
$489K
RWA
184
Redhawk Wealth Advisors
Minnesota
$481K +$1.55K +26 +0.3%
HI
185
Harbour Investments
Wisconsin
$480K +$4.3K +72 +0.9%
CAM
186
Cozad Asset Management
Illinois
$478K
FI
187
Financial Insights
Washington
$477K +$477K +800 New
SC
188
Scotia Capital
Ontario, Canada
$475K -$69.9K -1,171 -13%
NCM
189
Novare Capital Management
North Carolina
$471K -$21.8K -365 -4%
BAAM
190
Baker Avenue Asset Management
California
$468K -$1.19M -20,036 -72%
MSFS
191
Main Street Financial Solutions
Pennsylvania
$468K +$40.6K +681 +10%
TSWM
192
Triangle Securities Wealth Management
North Carolina
$465K -$18.2K -305 -4%
MA
193
Mutual Advisors
Nebraska
$465K +$23.2K +389 +5%
5L
194
55I LLC
Massachusetts
$461K +$85.7K +1,435 +23%
GGS
195
Galvin Gaustad & Stein
Arizona
$437K -$10.4K -175 -2%
GVAG
196
Great Valley Advisor Group
Delaware
$437K +$74.6K +1,250 +21%
WMA
197
Wealth Management Associates
New Jersey
$424K +$537 +9 +0.1%
OPWM
198
Oxinas Partners Wealth Management
Indiana
$414K -$11.9K -200 -3%
SWA
199
Stratos Wealth Advisors
Ohio
$414K +$414K +6,931 New
22CM
200
20/20 Capital Management
California
$408K -$4.05K -68 -1%