WisdomTree Europe Quality Dividend Growth Fund
EUDG
35 hedge funds and large institutions have $42.6M invested in WisdomTree Europe Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.
100% more capital invested
Capital invested by funds: $21.3M → $42.6M (+$21.3M)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
25.95% more ownership
Funds ownership: 45.01% → 70.96% (+26%)
3% more funds holding
Funds holding: 34 → 35 (+1)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFM
Valley Financial Management
New York
|
+$11.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.85M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.42M |
| 4 |
Jane Street
New York
|
+$959K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$424K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.57M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.98M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.48M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| 5 |
CWM
Cedar Wealth Management
Walnut Creek,
California
|
-$807K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Activest Wealth Management
Aventure,
Florida
| $69.5K | +$63.6K | +2,448 | New |
|
|
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $64.4K | -$8.26K | -318 | -12% |
|
28
UBS Group
Zurich,
Switzerland
| $57.2K | +$5.61K | +216 | +11% |
|
29
Bank of America
Charlotte,
North Carolina
| $56.7K | -$38.8K | -1,496 | -42% |
|
|
NSIM
30
North Star Investment Management
Chicago,
Illinois
| $43.6K | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $25.9K | +$5.19K | +200 | +27% |
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| $21.7K | – | – | – |
|
|
ACA
33
Aptus Capital Advisors
Fairhope,
Alabama
| $15.2K | – | – | – |
|
|
GWANC
34
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $15.2K | – | – | – |
|
35
Wells Fargo
San Francisco,
California
| $27 | -$26 | -1 | -50% |
|
|
36
Citadel Advisors
Miami,
Florida
| – | -$1.98M | -85,756 | Closed |
|
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.11M | -47,959 | Closed |
|
EUDG Hedge Fund Activity: Q4 2022 in Review
35 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q4 2022, worth a combined $42.6M — up 100% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EUDG positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 15 trimmed.
The largest buyer was Valley Financial Management, opening a new position worth an estimated $11.7M. The largest seller was Raymond James & Associates, cutting an estimated $2.57M.
- 35 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q4 2022, up from 34 in Q3 2022.
- Funds reported $42.6M of WisdomTree Europe Quality Dividend Growth Fund stock for Q4 2022, up 100% quarter-over-quarter.
- 6 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q4 2022 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q4 2022 was Valley Financial Management, an estimated $11.7M added.
- The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q4 2022 was Raymond James & Associates, an estimated $2.57M sold.
Based on aggregated 13F filings for Q4 2022.