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WisdomTree Europe Quality Dividend Growth Fund

34 hedge funds and large institutions have $21.3M invested in WisdomTree Europe Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.06% less ownership

Funds ownership: 47.06%45.01% (-2.1%)

15% less funds holding

Funds holding: 4034 (-6)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

30% less capital invested

Capital invested by funds: $30.2M → $21.3M (-$8.95M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$5.48M -$159K -6,140 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.24M -$155K -5,988 -6%
Citadel Advisors
3
Citadel Advisors
Florida
$1.98M +$2.22M +85,756 New
OMC
4
Old Mission Capital
Illinois
$1.64M -$251K -9,686 -12%
OPA
5
Old Port Advisors
Maine
$1.25M -$4.88K -188 -0.4%
CWM
6
Cedar Wealth Management
California
$1.16M +$2.88K +111 +0.2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.11M +$781K +30,105 +169%
Jane Street
8
Jane Street
New York
$914K -$1.54M -59,205 -60%
LPL Financial
9
LPL Financial
California
$652K -$669K -25,800 -48%
RJT
10
Raymond James Trust
Florida
$630K +$17.5K +674 +3%
KAS
11
Kestra Advisory Services
Texas
$569K +$4.46K +172 +0.7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$494K -$13K -501 -2%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$484K -$46.2K -1,780 -8%
MIAN
14
Mariner Independent Advisor Network
Kansas
$459K -$53.5K -2,062 -9%
CCM
15
Colorado Capital Management
Colorado
$348K +$20.3K +781 +5%
SEP
16
Southland Equity Partners
Missouri
$335K +$85.9K +3,313 +30%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$301K -$283K -10,908 -46%
IA
18
IFP Advisors
Florida
$284K
CM
19
Capital Management
Virginia
$242K
BFG
20
Beacon Financial Group
Texas
$212K +$519 +20 +0.2%
Osaic Holdings
21
Osaic Holdings
Arizona
$118K -$57.9K -2,234 -30%
HI
22
Harbour Investments
Wisconsin
$98K
Bank of America
23
Bank of America
North Carolina
$82K +$11.7K +450 +14%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.9K -$6.22K -240 -8%
UBS Group
25
UBS Group
Switzerland
$43K +$48.2K +1,859 +8,083%

EUDG Hedge Fund Activity: Q3 2022 in Review

34 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q3 2022, worth a combined $21.3M — down 30% from $30.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EUDG and 4 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.22M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $4.23M sold.

  • 34 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q3 2022, down from 40 in Q2 2022.
  • Funds reported $21.3M of WisdomTree Europe Quality Dividend Growth Fund stock for Q3 2022, down 30% quarter-over-quarter.
  • 4 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q3 2022 and 10 closed out, a net change of -6 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q3 2022 was Citadel Advisors, an estimated $2.22M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q3 2022 was Envestnet Asset Management, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2022.