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WisdomTree Europe Quality Dividend Growth Fund

23 hedge funds and large institutions have $19.8M invested in WisdomTree Europe Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

23% more capital invested

Capital invested by funds: $16.1M → $19.8M (+$3.66M)

21% more funds holding

Funds holding: 1923 (+4)

0.52% less ownership

Funds ownership: 48.65%48.12% (-0.52%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$4.25M -$168K -5,834 -4%
Morgan Stanley
2
Morgan Stanley
New York
$4.12M +$71.6K +2,480 +2%
OPA
3
Old Port Advisors
Maine
$3.63M +$125K +4,330 +4%
Bank of America
4
Bank of America
North Carolina
$2.4M +$562K +19,457 +33%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$881K -$5.77K -200 -0.7%
CWM
6
Cedar Wealth Management
California
$764K +$2.66K +92 +0.4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$589K +$137K +4,738 +32%
Jane Street
8
Jane Street
New York
$481K +$457K +15,823 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$470K -$29.3K -1,016 -6%
CM
10
Capital Management
Virginia
$319K
BFG
11
Beacon Financial Group
Texas
$286K -$8.54K -296 -3%
FHC
12
First Heartland Consultants
Missouri
$251K +$239K +8,280 New
Citadel Advisors
13
Citadel Advisors
Florida
$242K +$230K +7,975 New
LPL Financial
14
LPL Financial
California
$234K -$124K -4,310 -36%
KAS
15
Kestra Advisory Services
Texas
$234K +$220K +7,626 New
HL
16
HeadInvest LLC
Maine
$226K +$215K +7,450 New
Osaic Holdings
17
Osaic Holdings
Arizona
$102K +$44.7K +1,550 +85%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K -$12.9K -448 -12%
NFG
19
Next Financial Group
Texas
$73K -$8.72K -302 -11%
NSIM
20
North Star Investment Management
Illinois
$67K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$50K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$24K
ACA
23
Aptus Capital Advisors
Alabama
$16K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
-$42K -1,507 Closed

EUDG Hedge Fund Activity: Q4 2020 in Review

23 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q4 2020, worth a combined $19.8M — up 23% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EUDG positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $562K. The largest seller was Heck Capital Advisors, cutting an estimated $168K.

  • 23 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q4 2020, up from 19 in Q3 2020.
  • Funds reported $19.8M of WisdomTree Europe Quality Dividend Growth Fund stock for Q4 2020, up 23% quarter-over-quarter.
  • 5 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q4 2020 and 1 closed out, a net change of +4 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q4 2020 was Bank of America, an estimated $562K added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q4 2020 was Heck Capital Advisors, an estimated $168K sold.

Based on aggregated 13F filings for Q4 2020.