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WisdomTree Europe Quality Dividend Growth Fund

38 hedge funds and large institutions have $43.2M invested in WisdomTree Europe Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

6% more funds holding

Funds holding: 3638 (+2)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

9.17% less ownership

Funds ownership: 70.87%61.7% (-9.2%)

15% less capital invested

Capital invested by funds: $51M → $43.2M (-$7.77M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
12
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$7.8M +$3.52M +117,154 +75%
Citadel Advisors
2
Citadel Advisors
Florida
$7.06M +$7.04M +234,387 +1,869%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.27M -$7.06M -234,963 -61%
VWM
4
Valley Wealth Managers
New Jersey
$4.19M +$4.41M +146,665 New
RJA
5
Raymond James & Associates
Florida
$4.12M +$195K +6,482 +5%
Morgan Stanley
6
Morgan Stanley
New York
$1.83M -$159K -5,294 -8%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$1.82M +$1.92M +63,884 New
CWM
8
Cedar Wealth Management
California
$1.41M +$751 +25 +0.1%
OPA
9
Old Port Advisors
Maine
$1.08M +$1.13M +37,658 New
OMC
10
Old Mission Capital
Illinois
$1.07M +$1.13M +37,454 New
HI
11
Harbour Investments
Wisconsin
$914K +$453K +15,068 +89%
KAS
12
Kestra Advisory Services
Texas
$890K +$71.2K +2,368 +8%
Mariner
13
Mariner
Kansas
$881K +$32K +1,064 +4%
RJT
14
Raymond James Trust
Florida
$722K -$5.08K -169 -0.7%
Jane Street
15
Jane Street
New York
$659K -$1.6M -53,355 -70%
LPL Financial
16
LPL Financial
California
$571K +$3.13K +104 +0.5%
CCM
17
Colorado Capital Management
Colorado
$410K
SEP
18
Southland Equity Partners
Missouri
$391K -$153K -5,088 -27%
HighTower Advisors
19
HighTower Advisors
Illinois
$359K +$43K +1,432 +13%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$334K -$57.4K -1,910 -14%
HL
21
HeadInvest LLC
Maine
$305K
CM
22
Capital Management
Virginia
$300K
Osaic Holdings
23
Osaic Holdings
Arizona
$300K +$72.4K +2,410 +30%
BFG
24
Beacon Financial Group
Texas
$276K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$267K +$17.9K +595 +7%

EUDG Hedge Fund Activity: Q3 2023 in Review

38 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q3 2023, worth a combined $43.2M — down 15% from $51M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EUDG positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.04M. The largest seller was Envestnet Asset Management, cutting an estimated $7.06M.

  • 38 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q3 2023, up from 36 in Q2 2023.
  • Funds reported $43.2M of WisdomTree Europe Quality Dividend Growth Fund stock for Q3 2023, down 15% quarter-over-quarter.
  • 5 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q3 2023 was Citadel Advisors, an estimated $7.04M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q3 2023 was Envestnet Asset Management, an estimated $7.06M sold.

Based on aggregated 13F filings for Q3 2023.