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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
Net Calls
+$280K
Net Calls Change
+$33M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$270M 6,932,956 -929,961 -12%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$245M 6,307,181 -591,334 -9%
Morgan Stanley
3
Morgan Stanley
New York
$122M 3,133,428 +140,739 +5%
LPL Financial
4
LPL Financial
California
$71.8M 1,846,077 +584,664 +46%
UBS Group
5
UBS Group
Switzerland
$60.7M 1,560,532 +62,160 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$55.3M 1,421,944 +677,270 +91%
Wells Fargo
7
Wells Fargo
California
$45.9M 1,180,752 +179,246 +18%
HFA
8
Huber Financial Advisors
Illinois
$42.1M 1,081,334 +120,711 +13%
SC
9
Savant Capital
Illinois
$42.1M 1,081,335 +1,081,335 New
CCA
10
Clearwater Capital Advisors
Illinois
$41M 1,053,932 +226,925 +27%
HighTower Advisors
11
HighTower Advisors
Illinois
$38.3M 984,000 +151,580 +18%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
BFG
13
Beacon Financial Group
Texas
$33.6M 851,634 -9,424 -1%
TLIC
14
Taiyo Life Insurance Company
Japan
$33.1M 850,000
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$31.5M 809,151 +114,078 +16%
RVPG
16
Relative Value Partners Group
$28.1M 721,431 +15,476 +2%
OCM
17
One Capital Management
California
$27.8M 714,706 +45,282 +7%
BFM
18
Boston Financial Management
Massachusetts
$27.6M 710,112 -104,240 -13%
RJA
19
Raymond James & Associates
Florida
$27.2M 699,707 +140,492 +25%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$27.2M 698,603 +203,323 +41%
ISG
21
Investment Security Group
Colorado
$25.5M 655,744 +655,744 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$19.9M 512,645 +98,449 +24%
PAG
23
Private Advisor Group
New Jersey
$19.7M 507,228 +135,627 +36%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$17.4M 447,635 +228,797 +105%
Ameriprise
25
Ameriprise
Minnesota
$16.1M 444,705 -1,236,344 -74%