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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

257 hedge funds and large institutions have $2.19B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
5.28%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
43
Increased
86
Reduced
86
Closed
28
Calls
$883K
Puts
Net Calls
+$883K
Net Calls Change
+$603K
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
201
Aptus Capital Advisors
Alabama
$136K
WPA
202
West Paces Advisors
Georgia
$116K
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K
KPW
204
Kore Private Wealth
New York
$113K -$8.3K -183 -7%
ST
205
Smithfield Trust
Pennsylvania
$109K -$74.3K -1,637 -41%
CAL
206
Capital Analysts LLC
Pennsylvania
$106K -$202K -4,445 -66%
HBT
207
Hills Bank & Trust
Iowa
$102K +$102K +2,250 New
FWM
208
Filbrandt Wealth Management
Wisconsin
$99K +$99K +2,179 New
Fidelity Investments
209
Fidelity Investments
Massachusetts
$95K -$25.6K -565 -21%
OPS
210
Orion Portfolio Solutions
Nebraska
$93K
NC
211
NewSquare Capital
Pennsylvania
$93K +$93K +2,035 New
CFD
212
Creative Financial Designs
Indiana
$87K -$9.99K -219 -10%
RDWM
213
Red Door Wealth Management
Tennessee
$85K +$544 +12 +0.6%
LWANC
214
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K
GRP
215
Global Retirement Partners
California
$83K
EIP
216
Ellis Investment Partners
Pennsylvania
$79K +$453 +10 +0.6%
FCA
217
FinTrust Capital Advisors
South Carolina
$78K
GWM
218
Geneos Wealth Management
Colorado
$77K +$37.4K +850 +94%
US Bancorp
219
US Bancorp
Minnesota
$69K +$1.22K +27 +2%
CB
220
CNB Bank
Pennsylvania
$63K
LWM
221
Liberty Wealth Management
California
$55K +$15.4K +336 +39%
S
222
SignatureFD
Georgia
$51K -$26.4K -580 -34%
OIA
223
Optimum Investment Advisors
Illinois
$43K -$126K -2,750 -75%
SFS
224
Sowell Financial Services
Arkansas
$42K -$7.64K -168 -15%
ADL
225
Asset Dedication LLC
California
$41K -$328K -7,204 -89%