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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $4.7B → $4.94B (+$245M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

0.83% more ownership

Funds ownership: 78.65%79.48% (+0.83%)

1% less funds holding

Funds holding: 325322 (-3)

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.39B +$61M +996,087 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$509M +$41.6M +679,746 +9%
Bank of America
3
Bank of America
North Carolina
$437M +$2.5M +40,877 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$267M +$8.56M +139,915 +3%
LPL Financial
5
LPL Financial
California
$155M +$2.69M +43,969 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$142M +$4.68M +76,408 +3%
Ameriprise
7
Ameriprise
Minnesota
$131M +$5.59M +91,342 +4%
HI
8
Horizon Investments
North Carolina
$123M +$86.3M +1,410,531 +209%
HighTower Advisors
9
HighTower Advisors
Illinois
$75.3M -$1.04M -16,908 -1%
UBS Group
10
UBS Group
Switzerland
$70.8M +$681K +11,118 +0.9%
CCA
11
Clearwater Capital Advisors
Illinois
$68.6M -$1.05M -17,082 -1%
PI
12
PFS Investments
Georgia
$62.2M +$50.8M +829,575 +553%
PAG
13
Private Advisor Group
New Jersey
$60.5M +$10M +163,418 +19%
TC
14
TownSquare Capital
Utah
$56M +$2.97M +48,551 +5%
TLIC
15
Taiyo Life Insurance Company
Japan
$50M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$49.6M -$74.9K -1,223 -0.1%
OCM
17
One Capital Management
California
$48.6M -$869K -14,192 -2%
PWMG
18
Prestige Wealth Management Group
New Jersey
$46.9M +$1.77M +28,936 +4%
RVPG
19
Relative Value Partners Group
$43.3M +$187K +3,051 +0.4%
RJA
20
Raymond James & Associates
Florida
$42.1M +$317K +5,185 +0.7%
Wells Fargo
21
Wells Fargo
California
$41.7M -$5.68M -92,771 -12%
PWS
22
Private Wealth Strategies
Ohio
$40.7M +$2.02M +32,946 +5%
ISG
23
Investment Security Group
Colorado
$40.3M +$255K +4,173 +0.6%
SC
24
Savant Capital
Illinois
$37M -$1.75M -28,609 -4%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$36.9M