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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
RPGK
176
Retirement Planning Group (Kansas)
Kansas
$4.37M -$96.7K -1,280 -2%
CNBTD
177
Citizens National Bank Trust Department
Mississippi
$4.36M +$23.3K +308 +0.6%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$4.33M +$226K +2,987 +6%
GT
179
Glenmede Trust
Pennsylvania
$4.28M +$298K +3,947 +8%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$4.25M +$2.61M +34,500 +173%
EFA
181
Evernest Financial Advisors
Indiana
$4.05M +$160K +2,117 +4%
PAS
182
Park Avenue Securities
New York
$4.01M +$528K +6,988 +16%
HI
183
Horizon Investments
North Carolina
$3.99M -$116K -1,539 -3%
FFA
184
Founders Financial Alliance
North Carolina
$3.95M -$736K -9,738 -16%
ACM
185
Avalon Capital Management
California
$3.77M -$149K -1,970 -4%
DAS
186
Dynamic Advisor Solutions
Arizona
$3.74M +$288K +3,809 +9%
AFP
187
Ausdal Financial Partners
Iowa
$3.65M +$90.8K +1,202 +3%
RA
188
RFG Advisory
Alabama
$3.64M -$302 -4 -0%
9WM
189
9258 Wealth Management
Ohio
$3.59M -$151K -1,993 -4%
HNB
190
Huntington National Bank
Ohio
$3.58M
HAS
191
HBW Advisory Services
California
$3.56M -$101K -1,333 -3%
LF
192
Lantz Financial
Illinois
$3.44M -$27.1K -359 -0.8%
PCS
193
Personal CFO Solutions
New Jersey
$3.38M +$987K +13,061 +43%
JSL
194
JT Stratford LLC
Georgia
$3.3M +$183K +2,416 +6%
KWM
195
Kingsview Wealth Management
Oregon
$3.26M +$3.15M +41,713 New
AWM
196
Avaii Wealth Management
Wisconsin
$3.23M -$2.38M -31,450 -43%
MFP
197
Meridian Financial Partners
Virginia
$3.23M +$159K +2,110 +6%
MCC
198
Money Concepts Capital
Florida
$3.19M -$114K -1,507 -4%
SWA
199
Stratos Wealth Advisors
Ohio
$3.19M +$432K +5,712 +16%
GI
200
GLOBALT Investments
Georgia
$3.14M -$336K -4,447 -10%