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WisdomTree Europe Quality Dividend Growth Fund

28 hedge funds and large institutions have $24.5M invested in WisdomTree Europe Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

20% more capital invested

Capital invested by funds: $20.3M → $24.5M (+$4.14M)

8% more funds holding

Funds holding: 2628 (+2)

0.51% more ownership

Funds ownership: 43.3%43.81% (+0.51%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$5.56M +$349K +10,394 +7%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.38M +$3.25M +96,798 +6,031%
Jane Street
3
Jane Street
New York
$3M -$253K -7,555 -8%
Morgan Stanley
4
Morgan Stanley
New York
$2.82M -$794K -23,691 -22%
OPA
5
Old Port Advisors
Maine
$2.57M -$1.15M -34,154 -31%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$962K -$9.39K -280 -1%
CWM
7
Cedar Wealth Management
California
$919K +$66.6K +1,987 +8%
Citadel Advisors
8
Citadel Advisors
Florida
$851K +$847K +25,256 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$650K +$72.7K +2,169 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$647K -$4.93K -147 -0.8%
KAS
11
Kestra Advisory Services
Texas
$424K +$28K +834 +7%
CM
12
Capital Management
Virginia
$354K
HL
13
HeadInvest LLC
Maine
$328K +$29.5K +880 +10%
BFG
14
Beacon Financial Group
Texas
$306K +$503 +15 +0.2%
LPL Financial
15
LPL Financial
California
$283K +$43.8K +1,307 +18%
Osaic Holdings
16
Osaic Holdings
Arizona
$267K +$195K +5,809 +272%
SEP
17
Southland Equity Partners
Missouri
$256K +$7.64K +228 +3%
Bank of America
18
Bank of America
North Carolina
$239K -$28.7K -856 -11%
Fisher Asset Management
19
Fisher Asset Management
Washington
$213K +$212K +6,309 New
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K
NFG
21
Next Financial Group
Texas
$84K -$6.1K -182 -7%
NSIM
22
North Star Investment Management
Illinois
$74K
UBS Group
23
UBS Group
Switzerland
$66K +$34.1K +1,016 +109%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$27K
CFD
25
Creative Financial Designs
Indiana
$20K +$20.1K +600 New

EUDG Hedge Fund Activity: Q2 2021 in Review

28 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q2 2021, worth a combined $24.5M — up 20% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EUDG positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $3.25M. The largest seller was Old Port Advisors, cutting an estimated $1.15M.

  • 28 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q2 2021, up from 26 in Q1 2021.
  • Funds reported $24.5M of WisdomTree Europe Quality Dividend Growth Fund stock for Q2 2021, up 20% quarter-over-quarter.
  • 4 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q2 2021 and 2 closed out, a net change of +2 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q2 2021 was Bank of Montreal, an estimated $3.25M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q2 2021 was Old Port Advisors, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2021.