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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
5.53%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
42
Increased
118
Reduced
88
Closed
24
Calls
$1.69M
Puts
Net Calls
+$1.69M
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Shares
Change %
AWCI
201
Alpine Woods Capital Investors
New York
$343K
MA
202
MUFG Americas
New York
$332K
CAM
203
Covenant Asset Management
New Jersey
$329K -$1.15K -20 -0.3%
TFS
204
Thoroughbred Financial Services
Tennessee
$329K
SAM
205
Silvercrest Asset Management
New York
$326K
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$320K -$293K -5,132 -48%
FHC
207
First Heartland Consultants
Missouri
$320K -$142K -2,489 -31%
FCIM
208
Fairview Capital Investment Management
California
$319K
SCA
209
Snowden Capital Advisors
New York
$315K +$100K +1,754 +47%
IWC
210
Integrated Wealth Concepts
Massachusetts
$313K -$27.7K -485 -8%
CIBC World Market
211
CIBC World Market
Ontario, Canada
$313K +$25.9K +454 +9%
BRWA
212
B. Riley Wealth Advisors
Florida
$312K -$13.5K -235 -4%
SBH
213
Segall Bryant & Hamill
Illinois
$312K
YIH
214
Y-Intercept (HK)
Hong Kong
$312K +$312K +5,467 New
JIC
215
Johnson Investment Counsel
Ohio
$307K -$80.8K -1,415 -21%
MAG
216
Mayfair Advisory Group
Alabama
$306K -$32.6K -567 -10%
WDL
217
Well Done LLC
Michigan
$304K
LPT
218
Legacy Private Trust
Wisconsin
$298K
SFSIG
219
San Francisco Sentry Investment Group
California
$288K +$34.7K +607 +14%
ICG
220
InterOcean Capital Group
Tennessee
$283K
CM
221
Capital Management
Virginia
$275K
HA
222
HYA Advisors
Missouri
$273K
UR
223
USCA RIA
Texas
$271K -$15.8M -277,138 -98%
CWA
224
Clearview Wealth Advisors
Oregon
$265K +$51.8K +906 +24%
ZAM
225
Zevin Asset Management
Massachusetts
$263K