We are live on ! Find out more
EUDG icon

WisdomTree Europe Quality Dividend Growth Fund

38 hedge funds and large institutions have $47.6M invested in WisdomTree Europe Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

12% more capital invested

Capital invested by funds: $42.6M → $47.6M (+$5M)

9% more funds holding

Funds holding: 3538 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.39% less ownership

Funds ownership: 70.96%68.57% (-2.4%)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.4M +$974K +33,569 +9%
VFM
2
Valley Financial Management
New York
$12.3M -$1.22M -42,198 -9%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.68M +$65.8K +2,267 +1%
RJA
4
Raymond James & Associates
Florida
$4.33M +$147K +5,077 +4%
Morgan Stanley
5
Morgan Stanley
New York
$2.13M -$13.1K -450 -0.6%
CWM
6
Cedar Wealth Management
California
$1.51M +$902K +31,076 +163%
OPA
7
Old Port Advisors
Maine
$1.34M -$166K -5,732 -12%
Jane Street
8
Jane Street
New York
$929K -$1.33M -45,694 -60%
KAS
9
Kestra Advisory Services
Texas
$854K +$94.2K +3,244 +13%
RJT
10
Raymond James Trust
Florida
$767K +$4.44K +153 +0.6%
Mariner
11
Mariner
Kansas
$623K +$126K +4,336 +27%
SEP
12
Southland Equity Partners
Missouri
$579K +$1.74K +60 +0.3%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$464K -$10.2K -350 -2%
CCM
14
Colorado Capital Management
Colorado
$436K -$7.46K -257 -2%
LPL Financial
15
LPL Financial
California
$431K +$130K +4,466 +45%
Citadel Advisors
16
Citadel Advisors
Florida
$392K +$377K +12,991 New
HI
17
Harbour Investments
Wisconsin
$362K +$184K +6,354 +112%
HighTower Advisors
18
HighTower Advisors
Illinois
$336K +$323K +11,123 New
CM
19
Capital Management
Virginia
$317K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$316K +$304K +10,479 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$291K +$66.1K +2,278 +31%
BFG
22
Beacon Financial Group
Texas
$279K +$145 +5 +0.1%
Fisher Asset Management
23
Fisher Asset Management
Washington
$275K +$1.13K +39 +0.4%
HL
24
HeadInvest LLC
Maine
$265K
CAN
25
Cetera Advisor Networks
California
$220K +$212K +7,293 New

EUDG Hedge Fund Activity: Q1 2023 in Review

38 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q1 2023, worth a combined $47.6M — up 12% from $42.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EUDG positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $974K. The largest seller was Jane Street, cutting an estimated $1.33M.

  • 38 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q1 2023, up from 35 in Q4 2022.
  • Funds reported $47.6M of WisdomTree Europe Quality Dividend Growth Fund stock for Q1 2023, up 12% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q1 2023 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q1 2023 was Envestnet Asset Management, an estimated $974K added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q1 2023 was Jane Street, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2023.