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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
BMCM
201
Burns Matteson Capital Management
New York
$3.13M +$1.08M +14,243 +55%
DW
202
Durante & Waters
New York
$3.1M -$368K -4,868 -11%
NF
203
Nikulski Financial
Iowa
$3.09M +$441K +5,831 +17%
Brown Advisory
204
Brown Advisory
Maryland
$3.01M -$7.48K -99 -0.3%
SFP
205
Sweet Financial Partners
Minnesota
$3M
FPAS
206
Focus Partners Advisor Solutions
Missouri
$2.88M +$347K +4,593 +14%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$2.83M +$6.12K +81 +0.2%
HTC
208
Haverford Trust Company
Pennsylvania
$2.81M
HCM
209
Howard Capital Management
Georgia
$2.79M +$181K +2,396 +7%
FIA
210
Foundations Investment Advisors
Arizona
$2.78M +$884K +11,701 +49%
HA
211
Herold Advisors
New York
$2.67M +$83.2K +1,101 +3%
MF
212
Meridian Financial
Massachusetts
$2.66M +$96.4K +1,275 +4%
HIS
213
Harvest Investment Services
Illinois
$2.62M +$2.54M +33,630 New
TAM
214
Titleist Asset Management
Texas
$2.61M +$23.3K +308 +0.9%
SA
215
Shilanski & Associates
Alaska
$2.61M +$2.52M +33,382 New
SPA
216
Sentinel Pension Advisors
Massachusetts
$2.58M +$18.4K +243 +0.7%
WPIC
217
White Pine Investment Company
Michigan
$2.58M +$191K +2,522 +8%
SFS
218
Symphony Financial Services
Ohio
$2.57M +$2.13M +28,203 New
BMA
219
Brooks Moore & Associates
Tennessee
$2.54M +$3.4K +45 +0.1%
TFS
220
Thoroughbred Financial Services
Tennessee
$2.5M +$333K +4,412 +16%
Jones Financial Companies
221
Jones Financial Companies
Missouri
$2.41M +$1.96M +25,996 +533%
Fidelity Investments
222
Fidelity Investments
Massachusetts
$2.39M +$896K +11,859 +63%
SMG
223
Smart Money Group
Texas
$2.39M -$15M -198,696 -87%
PCA
224
Pallas Capital Advisors
Massachusetts
$2.35M -$50.9K -674 -2%
GF
225
GGM Financials
Ohio
$2.34M +$2.27M +29,985 New