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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

22 hedge funds and large institutions have $27.3M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.38M 219,615 +36,438 +20%
U
2
UBS
Switzerland
$5.79M 199,373 +15,439 +8%
Bank of America
3
Bank of America
North Carolina
$5.15M 177,226 +6,451 +4%
JWM
4
Jacobus Wealth Management
Wisconsin
$3.89M 134,130 -47,603 -26%
CCT
5
Country Club Trust
Missouri
$1.42M 48,830 +11,683 +31%
LPL Financial
6
LPL Financial
California
$1.14M 39,249 +2,959 +8%
PWAP
7
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.03M 35,465 +208 +0.6%
UR
8
USCA RIA
Texas
$453K 15,611 -319 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$383K 13,207 -12,946 -50%
FSC
10
Fiduciary Services Corp
Georgia
$371K 12,797 +12,797 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$367K 12,652 -16,180 -56%
CS
12
Credit Suisse
Switzerland
$299K 10,290 +10,290 New
Stifel Financial
13
Stifel Financial
Missouri
$284K 9,800
LWCFA
14
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K 3,000
Deutsche Bank
15
Deutsche Bank
Germany
$76K 2,628
Wells Fargo
16
Wells Fargo
California
$75K 2,600 -450 -15%
ST
17
Smithfield Trust
Pennsylvania
$70K 2,400
Citigroup
18
Citigroup
New York
$16K 540
AIG
19
American International Group
New York
$14.5K 500 -200 -29%
TRCT
20
Tower Research Capital (TRC)
New York
$6K 212 +29 +16%
WEC
21
Winslow Evans & Crocker
Massachusetts
$5.81K 200
GSC
22
Ground Swell Capital
South Carolina
$3K 100 +100 New
PIM
23
Parasol Investment Management
Illinois
-1,000 Closed
TF
24
Trutina Financial
Washington
-300 Closed