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WisdomTree Europe Quality Dividend Growth Fund

40 hedge funds and large institutions have $30.2M invested in WisdomTree Europe Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

2.78% more ownership

Funds ownership: 44.28%47.06% (+2.8%)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3% less capital invested

Capital invested by funds: $31.2M → $30.2M (-$1.01M)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$6.4M +$2.71M +94,022 +63%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.23M +$1.33M +46,060 +40%
Morgan Stanley
3
Morgan Stanley
New York
$2.71M -$242K -8,378 -8%
Jane Street
4
Jane Street
New York
$2.6M +$1.92M +66,331 +204%
OMC
5
Old Mission Capital
Illinois
$2.12M -$472K -16,346 -17%
LPL Financial
6
LPL Financial
California
$1.42M +$169K +5,870 +12%
OPA
7
Old Port Advisors
Maine
$1.33M -$87.7K -3,039 -6%
CWM
8
Cedar Wealth Management
California
$1.31M +$31.2K +1,081 +2%
AA
9
Argent Advisors
Louisiana
$1.14M +$225K +7,808 +22%
RJT
10
Raymond James Trust
Florida
$700K +$141K +4,875 +22%
KAS
11
Kestra Advisory Services
Texas
$643K +$116K +4,029 +20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$629K +$28.6K +989 +4%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$597K -$140K -4,840 -18%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$576K +$30.6K +1,059 +5%
MIAN
15
Mariner Independent Advisor Network
Kansas
$576K +$140K +4,856 +28%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$469K +$115 +4 +0%
CCM
17
Colorado Capital Management
Colorado
$376K
SEP
18
Southland Equity Partners
Missouri
$294K +$25K +867 +8%
IA
19
IFP Advisors
Florida
$284K
GIA
20
Gladstone Institutional Advisory
Florida
$279K -$240K -8,299 -44%
CM
21
Capital Management
Virginia
$276K
BFG
22
Beacon Financial Group
Texas
$244K
HL
23
HeadInvest LLC
Maine
$243K -$21.5K -745 -7%
VCM
24
Virtue Capital Management
Tennessee
$223K
Osaic Holdings
25
Osaic Holdings
Arizona
$192K -$2.83K -98 -1%

EUDG Hedge Fund Activity: Q2 2022 in Review

40 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q2 2022, worth a combined $30.2M — down 3.2% from $31.2M a quarter earlier.

Fund positioning in EUDG was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.71M. The largest seller was Centaurus Financial, exiting entirely with an estimated $929K sold.

  • 40 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $30.2M of WisdomTree Europe Quality Dividend Growth Fund stock for Q2 2022, down 3.2% quarter-over-quarter.
  • 4 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q2 2022 and 4 closed out, a net change of 0 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q2 2022 was Raymond James & Associates, an estimated $2.71M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q2 2022 was Centaurus Financial, an estimated $929K sold.

Based on aggregated 13F filings for Q2 2022.