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WisdomTree Europe Quality Dividend Growth Fund

32 hedge funds and large institutions have $22.3M invested in WisdomTree Europe Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 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

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

14% more funds holding

Funds holding: 2832 (+4)

2.92% less ownership

Funds ownership: 43.81%40.9% (-2.9%)

9% less capital invested

Capital invested by funds: $24.5M → $22.3M (-$2.12M)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$5.51M +$226K +6,568 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.67M -$18.8K -548 -0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.11M +$2.26M +65,592 New
OPA
4
Old Port Advisors
Maine
$2.07M -$363K -10,557 -14%
OMC
5
Old Mission Capital
Illinois
$1.28M +$1.37M +39,844 New
Jane Street
6
Jane Street
New York
$1.25M -$1.73M -50,315 -56%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$918K
CWM
8
Cedar Wealth Management
California
$877K
KAS
9
Kestra Advisory Services
Texas
$795K +$419K +12,170 +97%
AA
10
Argent Advisors
Louisiana
$649K +$695K +20,203 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$633K +$17.2K +500 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$567K -$56.2K -1,633 -8%
LPL Financial
13
LPL Financial
California
$376K +$114K +3,302 +39%
CM
14
Capital Management
Virginia
$337K
HL
15
HeadInvest LLC
Maine
$320K +$7.74K +225 +2%
BFG
16
Beacon Financial Group
Texas
$296K +$413 +12 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$281K +$28.8K +837 +11%
VCM
18
Virtue Capital Management
Tennessee
$271K +$290K +8,420 New
SEP
19
Southland Equity Partners
Missouri
$244K -$722 -21 -0.3%
Bank of America
20
Bank of America
North Carolina
$234K +$5.43K +158 +2%
Fisher Asset Management
21
Fisher Asset Management
Washington
$204K +$860 +25 +0.4%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K -$1.72K -50 -2%
NFG
23
Next Financial Group
Texas
$84K +$4.09K +119 +5%
NSIM
24
North Star Investment Management
Illinois
$71K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$58K -$3.33M -96,775 -98%

EUDG Hedge Fund Activity: Q3 2021 in Review

32 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q3 2021, worth a combined $22.3M — down 8.6% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EUDG positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $2.26M. The largest seller was Bank of Montreal, cutting an estimated $3.33M.

  • 32 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q3 2021, up from 28 in Q2 2021.
  • Funds reported $22.3M of WisdomTree Europe Quality Dividend Growth Fund stock for Q3 2021, down 8.6% quarter-over-quarter.
  • 5 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q3 2021 and 1 closed out, a net change of +4 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q3 2021 was Commonwealth Equity Services, an estimated $2.26M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q3 2021 was Bank of Montreal, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2021.