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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

40 hedge funds and large institutions have $259M invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more funds holding

Funds holding: 3240 (+8)

10% more capital invested

Capital invested by funds: $234M → $259M (+$24.4M)

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
17
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$109M +$4.46M +140,802 +4%
UBS Group
2
UBS Group
Switzerland
$36.2M +$4.44M +140,211 +14%
GFG
3
Gray Financial Group
Georgia
$28.5M -$1.31M -41,390 -4%
LPL Financial
4
LPL Financial
California
$20.5M -$3.64M -114,781 -15%
Morgan Stanley
5
Morgan Stanley
New York
$17.8M +$1.89M +59,700 +12%
LYV
6
Live Your Vision
Pennsylvania
$10.8M +$10.9M +344,831 New
JWM
7
Jacobus Wealth Management
Wisconsin
$7.94M +$853K +26,918 +12%
RVPG
8
Relative Value Partners Group
$2.63M +$2.69M +84,751 New
MAA
9
Managed Account Advisors
New Jersey
$2.44M +$1.05M +33,094 +72%
CCT
10
Country Club Trust
Missouri
$1.84M +$7.13K +225 +0.4%
PWAP
11
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.76M +$183K +5,781 +11%
FG
12
Fiduciary Group
Georgia
$1.7M +$1.73M +54,630 New
SF
13
Synovus Financial
Georgia
$1.68M +$1.72M +54,114 New
Wells Fargo
14
Wells Fargo
California
$1.52M +$599K +18,887 +63%
RJA
15
Raymond James & Associates
Florida
$1.47M +$251K +7,916 +20%
NFG
16
NewFocus Financial Group
Washington
$1.38M -$142K -4,488 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.19M -$912K -28,785 -43%
Jane Street
18
Jane Street
New York
$1.18M +$982K +30,985 +448%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.15M +$1.17M +36,895 New
SG Americas Securities
20
SG Americas Securities
New York
$1.13M +$1.15M +36,386 New
PAG
21
Private Advisor Group
New Jersey
$1.03M +$202K +6,363 +24%
Stifel Financial
22
Stifel Financial
Missouri
$989K +$63.4K +2,000 +7%
RA
23
RFG Advisory
Alabama
$785K +$802K +25,290 New
AA
24
Ancora Advisors
Ohio
$568K +$580K +18,307 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$544K -$1.38M -43,618 -71%