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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

21 hedge funds and large institutions have $25.8M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

38% more capital invested

Capital invested by funds: $18.7M → $25.8M (+$7.14M)

24% more funds holding

Funds holding: 1721 (+4)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$5.15M +$4.08M +149,550 +435%
Morgan Stanley
2
Morgan Stanley
New York
$5.13M +$280K +10,238 +6%
JWM
3
Jacobus Wealth Management
Wisconsin
$5.08M +$2.95M +108,038 +147%
Bank of America
4
Bank of America
North Carolina
$4.78M -$787K -28,814 -14%
CCT
5
Country Club Trust
Missouri
$1.04M +$143K +5,240 +16%
LPL Financial
6
LPL Financial
California
$1.02M +$84K +3,075 +9%
PWAP
7
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$987K -$13.4K -491 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$807K -$858K -31,416 -52%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$732K +$714K +26,153 New
UR
10
USCA RIA
Texas
$446K -$30.5K -1,118 -7%
Stifel Financial
11
Stifel Financial
Missouri
$274K +$268K +9,800 New
Wells Fargo
12
Wells Fargo
California
$85K +$83.3K +3,050 New
LWCFA
13
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K
Deutsche Bank
14
Deutsche Bank
Germany
$73K -$24.4K -892 -25%
ST
15
Smithfield Trust
Pennsylvania
$67K
PIM
16
Parasol Investment Management
Illinois
$28K
AIG
17
American International Group
New York
$19.6K
Citigroup
18
Citigroup
New York
$15K +$14.7K +540 New
TF
19
Trutina Financial
Washington
$8K +$8.19K +300 New
WEC
20
Winslow Evans & Crocker
Massachusetts
$5.6K
TRCT
21
Tower Research Capital (TRC)
New York
$5K +$5K +183 New
MFS
22
MSI Financial Services
Massachusetts
-$24K -850 Closed
Invesco
23
Invesco
Georgia
-$3K -100 Closed