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WisdomTree Europe Quality Dividend Growth Fund

19 hedge funds and large institutions have $16.1M invested in WisdomTree Europe Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

13% less capital invested

Capital invested by funds: $18.4M → $16.1M (-$2.31M)

14% less funds holding

Funds holding: 2219 (-3)

19.62% less ownership

Funds ownership: 68.26%48.65% (-20%)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$4.03M -$2.22M -81,098 -36%
Morgan Stanley
2
Morgan Stanley
New York
$3.69M -$61.9K -2,261 -2%
OPA
3
Old Port Advisors
Maine
$3.13M +$49K +1,789 +2%
Bank of America
4
Bank of America
North Carolina
$1.64M +$198K +7,220 +14%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$807K +$59.9K +2,190 +8%
CWM
6
Cedar Wealth Management
California
$693K +$345K +12,597 +101%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$456K +$73.6K +2,690 +19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$404K -$158K -5,783 -28%
LPL Financial
9
LPL Financial
California
$333K +$2.11K +77 +0.6%
CM
10
Capital Management
Virginia
$290K
BFG
11
Beacon Financial Group
Texas
$260K +$164 +6 +0.1%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K
NFG
13
Next Financial Group
Texas
$75K +$74.1K +2,708 New
NSIM
14
North Star Investment Management
Illinois
$61K
Osaic Holdings
15
Osaic Holdings
Arizona
$51K +$36.5K +1,333 +277%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$45K +$9.44K +345 +27%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$42K
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$22K +$21.7K +794 New
ACA
19
Aptus Capital Advisors
Alabama
$15K
Citadel Advisors
20
Citadel Advisors
Florida
-$861K -33,463 Closed
Jane Street
21
Jane Street
New York
-$724K -28,116 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$238K -9,239 Closed
PAG
23
Private Advisor Group
New Jersey
-$90K -3,515 Closed
UBS Group
24
UBS Group
Switzerland
-$32K -1,262 Closed

EUDG Hedge Fund Activity: Q3 2020 in Review

19 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q3 2020, worth a combined $16.1M — down 13% from $18.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EUDG and 2 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 9 added.

The largest buyer was Cedar Wealth Management, adding an estimated $345K. The largest seller was Heck Capital Advisors, cutting an estimated $2.22M.

  • 19 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q3 2020, down from 22 in Q2 2020.
  • Funds reported $16.1M of WisdomTree Europe Quality Dividend Growth Fund stock for Q3 2020, down 13% quarter-over-quarter.
  • 2 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q3 2020 and 5 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q3 2020 was Cedar Wealth Management, an estimated $345K added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q3 2020 was Heck Capital Advisors, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2020.