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WisdomTree Europe Quality Dividend Growth Fund

20 hedge funds and large institutions have $26.3M invested in WisdomTree Europe Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

26% more capital invested

Capital invested by funds: $20.9M → $26.3M (+$5.39M)

5.17% more ownership

Funds ownership: 57.66%62.83% (+5.2%)

5% less funds holding

Funds holding: 2120 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Beacon Financial Group
Texas
$9.81M +$147K +5,597 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.82M +$3.69K +140 +0.1%
OPA
3
Old Port Advisors
Maine
$3.06M +$130K +4,941 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.92M +$513K +19,479 +23%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$1.41M +$1.33M +50,595 New
Bank of America
6
Bank of America
North Carolina
$1.09M +$904K +34,354 +734%
Wells Fargo
7
Wells Fargo
California
$986K
RJFSA
8
Raymond James Financial Services Advisors
Florida
$819K +$772K +29,326 New
LPL Financial
9
LPL Financial
California
$439K +$5.76K +219 +1%
CM
10
Capital Management
Virginia
$384K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$289K +$16.1K +610 +6%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K -$13.7K -519 -11%
NSIM
13
North Star Investment Management
Illinois
$78K
AG
14
Advisor Group
Arizona
$40K -$263 -10 -0.7%
TCWM
15
Total Clarity Wealth Management
Illinois
$23K +$21.4K +814 New
ACA
16
Aptus Capital Advisors
Alabama
$15K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4K
NSB
18
Norway Savings Bank
Maine
$4K
UBS Group
19
UBS Group
Switzerland
$2K -$10.1K -383 -86%
IF
20
Ironwood Financial
Arizona
$1K -$5.92K -225 -87%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$598K -23,779 Closed
FTUS
22
Flow Traders U.S.
New York
-$282K -11,200 Closed
GSWM
23
Golden State Wealth Management
California
-$89K -3,525 Closed

EUDG Hedge Fund Activity: Q4 2019 in Review

20 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q4 2019, worth a combined $26.3M — up 26% from $20.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EUDG and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $1.33M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $598K sold.

  • 20 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q4 2019, down from 21 in Q3 2019.
  • Funds reported $26.3M of WisdomTree Europe Quality Dividend Growth Fund stock for Q4 2019, up 26% quarter-over-quarter.
  • 3 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q4 2019 and 4 closed out, a net change of -1 holder.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q4 2019 was JP Morgan Private Wealth Advisors, an estimated $1.33M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q4 2019 was Susquehanna International Group, an estimated $598K sold.

Based on aggregated 13F filings for Q4 2019.