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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 %
GT
201
Glenview Trust
Kentucky
$398K +$15.8K +265 +4%
ATPW
202
Ashton Thomas Private Wealth
Arizona
$394K +$394K +6,598 New
IWC
203
Integrated Wealth Concepts
Massachusetts
$385K +$58.1K +972 +18%
SCA
204
Snowden Capital Advisors
New York
$371K +$42.7K +715 +13%
AWCI
205
Alpine Woods Capital Investors
New York
$358K
TFCP
206
Twin Focus Capital Partners
Massachusetts
$354K -$40K -670 -10%
CAM
207
Covenant Asset Management
New Jersey
$354K +$10.8K +180 +3%
TFS
208
Thoroughbred Financial Services
Tennessee
$344K
SAM
209
Silvercrest Asset Management
New York
$340K
FCIM
210
Fairview Capital Investment Management
California
$333K
CIBC World Market
211
CIBC World Market
Ontario, Canada
$327K
SBH
212
Segall Bryant & Hamill
Illinois
$325K
JIC
213
Johnson Investment Counsel
Ohio
$321K
SFSIG
214
San Francisco Sentry Investment Group
California
$319K +$18.5K +309 +6%
BRWA
215
B. Riley Wealth Advisors
Florida
$318K -$7.41K -124 -2%
WDL
216
Well Done LLC
Michigan
$317K
MAG
217
Mayfair Advisory Group
Alabama
$316K -$1.73K -29 -0.5%
FHC
218
First Heartland Consultants
Missouri
$312K -$21.8K -365 -7%
BCM
219
Breiter Capital Management
Florida
$309K +$309K +5,183 New
CA
220
Calton & Associates
Florida
$307K -$187K -3,132 -38%
LPT
221
Legacy Private Trust
Wisconsin
$306K -$4.78K -80 -2%
MIH
222
Meitav Investment House
Israel
$305K +$40.6K +682 +15%
AWA
223
Arete Wealth Advisors
Illinois
$300K
ICG
224
InterOcean Capital Group
Tennessee
$296K
MA
225
MUFG Americas
New York
$289K -$57K -956 -16%