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WisdomTree Europe Quality Dividend Growth Fund

37 hedge funds and large institutions have $44.5M invested in WisdomTree Europe Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.18% more ownership

Funds ownership: 61.7%64.88% (+3.2%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $43.2M → $44.5M (+$1.29M)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

3% less funds holding

Funds holding: 3837 (-1)

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
13
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
$9.41M +$664K +22,434 +8%
RJA
2
Raymond James & Associates
Florida
$4.91M +$292K +9,862 +7%
VWM
3
Valley Wealth Managers
New Jersey
$4.84M +$159K +5,377 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.67M -$76K -2,571 -2%
Morgan Stanley
5
Morgan Stanley
New York
$4.03M +$1.85M +62,494 +97%
OMC
6
Old Mission Capital
Illinois
$1.9M +$659K +22,277 +59%
Jane Street
7
Jane Street
New York
$1.88M +$1.07M +36,048 +156%
CWM
8
Cedar Wealth Management
California
$1.58M +$1.8K +61 +0.1%
OPA
9
Old Port Advisors
Maine
$1.17M -$30.9K -1,046 -3%
Citadel Advisors
10
Citadel Advisors
Florida
$1.12M -$6.26M -211,731 -86%
HI
11
Harbour Investments
Wisconsin
$1.11M +$87.3K +2,950 +9%
Mariner
12
Mariner
Kansas
$1.03M +$48.5K +1,640 +5%
KAS
13
Kestra Advisory Services
Texas
$953K -$35.4K -1,197 -4%
RJT
14
Raymond James Trust
Florida
$804K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$707K +$437K +14,767 +201%
HighTower Advisors
16
HighTower Advisors
Illinois
$511K +$103K +3,466 +28%
CCM
17
Colorado Capital Management
Colorado
$457K
LPL Financial
18
LPL Financial
California
$453K -$170K -5,749 -29%
JP Morgan Chase
19
JP Morgan Chase
New York
$402K +$373K +12,618 New
SEP
20
Southland Equity Partners
Missouri
$365K -$65.6K -2,219 -16%
HL
21
HeadInvest LLC
Maine
$338K -$6.36K -215 -2%
CM
22
Capital Management
Virginia
$334K
BFG
23
Beacon Financial Group
Texas
$292K +$148 +5 +0.1%
Fisher Asset Management
24
Fisher Asset Management
Washington
$285K -$9.29K -314 -3%
CAN
25
Cetera Advisor Networks
California
$260K +$11.8K +400 +5%

EUDG Hedge Fund Activity: Q4 2023 in Review

37 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q4 2023, worth a combined $44.5M — up 3% from $43.2M a quarter earlier.

Fund positioning in EUDG was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 14 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.85M. The largest seller was Citadel Advisors, cutting an estimated $6.26M.

  • 37 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q4 2023, down from 38 in Q3 2023.
  • Funds reported $44.5M of WisdomTree Europe Quality Dividend Growth Fund stock for Q4 2023, up 3% quarter-over-quarter.
  • 2 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q4 2023 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $1.85M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q4 2023 was Citadel Advisors, an estimated $6.26M sold.

Based on aggregated 13F filings for Q4 2023.