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WisdomTree Europe Quality Dividend Growth Fund

26 hedge funds and large institutions have $20.3M invested in WisdomTree Europe Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

13% more funds holding

Funds holding: 2326 (+3)

3% more capital invested

Capital invested by funds: $19.8M → $20.3M (+$513K)

4.82% less ownership

Funds ownership: 48.12%43.3% (-4.8%)

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$4.84M +$460K +14,813 +11%
OPA
2
Old Port Advisors
Maine
$3.42M -$257K -8,271 -7%
Morgan Stanley
3
Morgan Stanley
New York
$3.36M -$878K -28,281 -21%
Jane Street
4
Jane Street
New York
$3.03M +$2.51M +80,964 +512%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$902K -$4.66K -150 -0.5%
CWM
6
Cedar Wealth Management
California
$791K +$4.81K +155 +0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$605K
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$535K +$50.8K +1,636 +11%
FHC
9
First Heartland Consultants
Missouri
$393K +$133K +4,280 +52%
KAS
10
Kestra Advisory Services
Texas
$367K +$128K +4,127 +54%
CM
11
Capital Management
Virginia
$328K
BFG
12
Beacon Financial Group
Texas
$286K
HL
13
HeadInvest LLC
Maine
$277K +$43.9K +1,415 +19%
Bank of America
14
Bank of America
North Carolina
$250K -$2.2M -70,879 -90%
SEP
15
Southland Equity Partners
Missouri
$231K +$229K +7,387 New
LPL Financial
16
LPL Financial
California
$222K -$19.6K -631 -8%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K
NFG
18
Next Financial Group
Texas
$84K +$8.35K +269 +11%
NSIM
19
North Star Investment Management
Illinois
$69K
Osaic Holdings
20
Osaic Holdings
Arizona
$67K -$38.1K -1,228 -37%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$52K
UBS Group
22
UBS Group
Switzerland
$29K +$29K +935 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$25K
TCWM
24
Total Clarity Wealth Management
Illinois
$24K +$23.6K +761 New
ACA
25
Aptus Capital Advisors
Alabama
$17K

EUDG Hedge Fund Activity: Q1 2021 in Review

26 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q1 2021, worth a combined $20.3M — up 2.6% from $19.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EUDG positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $2.51M. The largest seller was Bank of America, cutting an estimated $2.2M.

  • 26 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q1 2021, up from 23 in Q4 2020.
  • Funds reported $20.3M of WisdomTree Europe Quality Dividend Growth Fund stock for Q1 2021, up 2.6% quarter-over-quarter.
  • 4 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q1 2021 and 1 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q1 2021 was Jane Street, an estimated $2.51M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q1 2021 was Bank of America, an estimated $2.2M sold.

Based on aggregated 13F filings for Q1 2021.