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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
Net Calls
+$951K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Shares
Change %
GHA
201
GW Henssler & Associates
Georgia
$624K +$9.51K +166 +2%
JSL
202
JT Stratford LLC
Georgia
$620K +$84.4K +1,473 +16%
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$614K +$14.8K +259 +2%
FPCP
204
Fort Point Capital Partners
California
$612K +$155K +2,700 +34%
WBG
205
Wharton Business Group
Pennsylvania
$593K
TWC
206
TD Waterhouse Canada
Ontario, Canada
$583K +$31.2K +539 +6%
SFM
207
Signet Financial Management
New Jersey
$580K +$87.1K +1,521 +18%
CA
208
CoreCap Advisors
Michigan
$578K -$119K -2,070 -17%
HBW
209
Hazlett, Burt & Watson
West Virginia
$577K +$238K +4,156 +70%
US Bancorp
210
US Bancorp
Minnesota
$571K +$12.4K +217 +2%
GAM
211
Garrison Asset Management
Arkansas
$541K -$15.2K -266 -3%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$532K -$88.1K -1,537 -14%
RWB
213
RMR Wealth Builders
New Jersey
$512K -$21.3K -372 -4%
BFA
214
Beaumont Financial Advisors
Massachusetts
$505K -$9.2M -160,408 -95%
ZIMP
215
Zimmermann Investment Management & Planning
Pennsylvania
$491K +$491K +8,562 New
AllianceBernstein
216
AllianceBernstein
Tennessee
$487K
RPWA
217
Regent Peak Wealth Advisors
Georgia
$487K +$487K +8,507 New
IFA
218
Interactive Financial Advisors
Illinois
$484K +$31.6K +537 +7%
TP
219
Tranquility Partners
Tennessee
$464K +$157K +2,744 +51%
BFO
220
Biltmore Family Office
North Carolina
$458K
SC
221
Scotia Capital
Ontario, Canada
$456K -$115 -2 -0%
HCM
222
Howland Capital Management
Massachusetts
$437K +$437K +7,622 New
DAM
223
Deltec Asset Management
New York
$430K -$40.1K -700 -9%
CAM
224
Cozad Asset Management
Illinois
$428K
GRP
225
Global Retirement Partners
California
$418K -$4.81K -84 -1%