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WisdomTree Europe Quality Dividend Growth Fund

36 hedge funds and large institutions have $51M invested in WisdomTree Europe Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

7% more capital invested

Capital invested by funds: $47.6M → $51M (+$3.41M)

2.31% more ownership

Funds ownership: 68.57%70.87% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 3836 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
15
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
1
Valley Financial Management
New York
$13.3M +$788K +25,625 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.8M -$874K -28,397 -7%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.77M +$22.4K +727 +0.5%
RJA
4
Raymond James & Associates
Florida
$4.22M -$179K -5,830 -4%
IAIM
5
International Assets Investment Management
Florida
$2.55M +$1.45M +47,229 New
Jane Street
6
Jane Street
New York
$2.34M +$1.4M +45,592 +148%
Morgan Stanley
7
Morgan Stanley
New York
$2.13M -$32.6K -1,059 -2%
CWM
8
Cedar Wealth Management
California
$1.51M -$21.1K -687 -1%
Mariner
9
Mariner
Kansas
$911K +$280K +9,117 +44%
KAS
10
Kestra Advisory Services
Texas
$880K +$13.4K +437 +2%
RJT
11
Raymond James Trust
Florida
$778K
LPL Financial
12
LPL Financial
California
$608K +$172K +5,583 +39%
SEP
13
Southland Equity Partners
Missouri
$575K -$12.8K -416 -2%
HI
14
Harbour Investments
Wisconsin
$518K +$151K +4,922 +41%
CCM
15
Colorado Capital Management
Colorado
$439K -$3.63K -118 -0.8%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$416K -$55.4K -1,800 -12%
Citadel Advisors
17
Citadel Advisors
Florida
$384K -$13.8K -448 -3%
HighTower Advisors
18
HighTower Advisors
Illinois
$343K
HL
19
HeadInvest LLC
Maine
$328K +$62.4K +2,028 +23%
CM
20
Capital Management
Virginia
$321K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$304K +$118K +3,847 +65%
Fisher Asset Management
22
Fisher Asset Management
Washington
$283K +$3.69K +120 +1%
BFG
23
Beacon Financial Group
Texas
$276K +$400 +13 +0.1%
CAN
24
Cetera Advisor Networks
California
$274K +$50.8K +1,650 +23%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$267K -$28.9K -939 -10%

EUDG Hedge Fund Activity: Q2 2023 in Review

36 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q2 2023, worth a combined $51M — up 7.2% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EUDG and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 15 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $1.45M. The largest seller was Envestnet Asset Management, cutting an estimated $874K.

  • 36 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q2 2023, down from 38 in Q1 2023.
  • Funds reported $51M of WisdomTree Europe Quality Dividend Growth Fund stock for Q2 2023, up 7.2% quarter-over-quarter.
  • 2 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q2 2023 and 3 closed out, a net change of -1 holder.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q2 2023 was International Assets Investment Management, an estimated $1.45M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q2 2023 was Envestnet Asset Management, an estimated $874K sold.

Based on aggregated 13F filings for Q2 2023.