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WisdomTree Europe Quality Dividend Growth Fund

22 hedge funds and large institutions have $18.4M invested in WisdomTree Europe Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

45% more capital invested

Capital invested by funds: $12.7M → $18.4M (+$5.76M)

17.8% more ownership

Funds ownership: 50.46%68.26% (+18%)

10% more funds holding

Funds holding: 2022 (+2)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$5.84M +$5.45M +226,760 New
Morgan Stanley
2
Morgan Stanley
New York
$3.49M -$707K -29,427 -18%
OPA
3
Old Port Advisors
Maine
$2.87M +$18.4K +765 +0.7%
Bank of America
4
Bank of America
North Carolina
$1.34M +$215K +8,970 +21%
Citadel Advisors
5
Citadel Advisors
Florida
$861K -$898K -37,404 -53%
Jane Street
6
Jane Street
New York
$724K -$293K -12,213 -30%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$695K -$565K -23,513 -47%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$525K +$139K +5,783 +40%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$356K +$332K +13,813 New
CWM
10
Cedar Wealth Management
California
$320K +$299K +12,450 New
LPL Financial
11
LPL Financial
California
$308K -$32.4K -1,349 -10%
CM
12
Capital Management
Virginia
$270K -$78.5K -3,270 -24%
BFG
13
Beacon Financial Group
Texas
$241K -$16.7K -694 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$238K +$222K +9,239 New
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.7K -$8.98K -374 -9%
PAG
16
Private Advisor Group
New Jersey
$90K +$84.4K +3,515 New
NSIM
17
North Star Investment Management
Illinois
$57K
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$39K +$36.2K +1,507 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$33K +$19.5K +810 +180%
UBS Group
20
UBS Group
Switzerland
$32K -$1.66K -69 -5%
ACA
21
Aptus Capital Advisors
Alabama
$14K
Osaic Holdings
22
Osaic Holdings
Arizona
$13K -$27.4K -1,139 -70%
RJFSA
23
Raymond James Financial Services Advisors
Florida
-$647K -29,582 Closed
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
-$95K -4,500 Closed
GSWM
25
Golden State Wealth Management
California
-$67K -3,075 Closed

EUDG Hedge Fund Activity: Q2 2020 in Review

22 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q2 2020, worth a combined $18.4M — up 45% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EUDG positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $5.45M. The largest seller was Citadel Advisors, cutting an estimated $898K.

  • 22 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q2 2020, up from 20 in Q1 2020.
  • Funds reported $18.4M of WisdomTree Europe Quality Dividend Growth Fund stock for Q2 2020, up 45% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q2 2020 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q2 2020 was Heck Capital Advisors, an estimated $5.45M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q2 2020 was Citadel Advisors, an estimated $898K sold.

Based on aggregated 13F filings for Q2 2020.