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WisdomTree Europe Quality Dividend Growth Fund

35 hedge funds and large institutions have $42.6M invested in WisdomTree Europe Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more capital invested

Capital invested by funds: $21.3M → $42.6M (+$21.3M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

25.95% more ownership

Funds ownership: 45.01%70.96% (+26%)

3% more funds holding

Funds holding: 3435 (+1)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
9
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
1
Valley Financial Management
New York
$12.3M +$11.7M +450,235 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.3M +$9.85M +379,171 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.17M +$3.42M +131,539 +614%
RJA
4
Raymond James & Associates
Florida
$3.78M -$2.57M -98,943 -42%
Jane Street
5
Jane Street
New York
$2.09M +$959K +36,928 +93%
Morgan Stanley
6
Morgan Stanley
New York
$1.94M -$678K -26,092 -27%
OPA
7
Old Port Advisors
Maine
$1.35M -$45.4K -1,749 -3%
RJT
8
Raymond James Trust
Florida
$690K -$52.4K -2,017 -7%
KAS
9
Kestra Advisory Services
Texas
$684K +$11.8K +454 +2%
SEP
10
Southland Equity Partners
Missouri
$522K +$121K +4,641 +32%
CWM
11
Cedar Wealth Management
California
$519K -$807K -31,098 -62%
Mariner
12
Mariner
Kansas
$445K +$424K +16,319 New
JMPWA
13
JP Morgan Private Wealth Advisors
California
$430K -$135K -5,190 -25%
CCM
14
Colorado Capital Management
Colorado
$401K -$9.37K -361 -2%
OMC
15
Old Mission Capital
Illinois
$389K -$1.48M -56,865 -80%
CM
16
Capital Management
Virginia
$286K
LPL Financial
17
LPL Financial
California
$268K -$478K -18,402 -65%
BFG
18
Beacon Financial Group
Texas
$249K -$987 -38 -0.4%
Fisher Asset Management
19
Fisher Asset Management
Washington
$248K +$236K +9,076 New
HL
20
HeadInvest LLC
Maine
$240K +$229K +8,800 New
IA
21
IFP Advisors
Florida
$217K -$65.7K -2,531 -24%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$202K -$145K -5,601 -43%
Osaic Holdings
23
Osaic Holdings
Arizona
$161K +$21.6K +831 +16%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$155K +$52 +2 +0%
HI
25
Harbour Investments
Wisconsin
$154K +$49.8K +1,916 +51%

EUDG Hedge Fund Activity: Q4 2022 in Review

35 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q4 2022, worth a combined $42.6M — up 100% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EUDG positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Valley Financial Management, opening a new position worth an estimated $11.7M. The largest seller was Raymond James & Associates, cutting an estimated $2.57M.

  • 35 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q4 2022, up from 34 in Q3 2022.
  • Funds reported $42.6M of WisdomTree Europe Quality Dividend Growth Fund stock for Q4 2022, up 100% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q4 2022 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q4 2022 was Valley Financial Management, an estimated $11.7M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q4 2022 was Raymond James & Associates, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2022.