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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

621 hedge funds and large institutions have $9.95B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 267 increasing their positions, 161 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

66% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 161

11% more funds holding in top 10

Funds holding in top 10: 6673 (+7)

4% more funds holding

Funds holding: 598621 (+23)

4% more capital invested

Capital invested by funds: $9.59B → $9.95B (+$354M)

0.82% less ownership

Funds ownership: 75.74%74.92% (-0.82%)

Holders
621
Holders Change
+23
Holders Change %
+3.85%
% of All Funds
8.97%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.05%
New
75
Increased
267
Reduced
161
Closed
39
Calls
$476K
Puts
Net Calls
+$476K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.46B +$33.5M +442,734 +2%
Bank of America
2
Bank of America
North Carolina
$899M +$22.6M +298,711 +3%
LPL Financial
3
LPL Financial
California
$809M +$56.9M +752,378 +8%
Morgan Stanley
4
Morgan Stanley
New York
$633M +$34.5M +456,200 +6%
HC
5
Hamilton Capital
Ohio
$554M -$4.88M -64,621 -0.9%
Ameriprise
6
Ameriprise
Minnesota
$467M -$27.7M -366,375 -6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$213M +$3.32M +43,970 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$198M +$4.72M +62,404 +3%
UBS Group
9
UBS Group
Switzerland
$185M -$2.53M -33,539 -1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$147M +$4.72M +62,514 +3%
PAG
11
Private Advisor Group
New Jersey
$118M -$6.63M -87,783 -5%
Wells Fargo
12
Wells Fargo
California
$113M +$7.13M +94,354 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$108M +$8.23M +108,886 +9%
ERSOT
14
Employees Retirement System of Texas
Texas
$95.4M -$15.1M -200,000 -14%
RJA
15
Raymond James & Associates
Florida
$95M -$14.4M -190,560 -14%
OCM
16
One Capital Management
California
$89.3M -$6.27M -83,008 -7%
SPIA
17
Steward Partners Investment Advisory
New York
$81.9M +$9.7M +128,329 +14%
BFG
18
Bouchey Financial Group
New York
$75.4M +$34M +450,179 +87%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$69.6M +$8.39M +110,984 +14%
WA
20
Waddell & Associates
Tennessee
$68.8M +$936K +12,388 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$68M +$6.59M +87,209 +11%
CCA
22
Clearwater Capital Advisors
Illinois
$68M -$413K -5,468 -0.6%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$66.6M +$1.75M +23,153 +3%
TLIC
24
Taiyo Life Insurance Company
Japan
$66.3M
RW
25
RVW Wealth
California
$64.1M +$1.89M +25,022 +3%