We are live on ! Find out more
EUDG icon

WisdomTree Europe Quality Dividend Growth Fund

36 hedge funds and large institutions have $41.4M invested in WisdomTree Europe Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3736 (-1)

7% less capital invested

Capital invested by funds: $44.5M → $41.4M (-$3.06M)

8.49% less ownership

Funds ownership: 64.88%56.4% (-8.5%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
15
Closed
5
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
$9.71M +$60.5K +1,898 +0.6%
RJA
2
Raymond James & Associates
Florida
$6.17M +$1.11M +34,664 +22%
VWM
3
Valley Wealth Managers
New Jersey
$4.78M -$183K -5,748 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.6M -$186K -5,844 -4%
OMC
5
Old Mission Capital
Illinois
$2.03M +$78.6K +2,466 +4%
Morgan Stanley
6
Morgan Stanley
New York
$1.95M -$2.13M -66,900 -53%
CWM
7
Cedar Wealth Management
California
$1.6M -$14.3K -447 -0.9%
OPA
8
Old Port Advisors
Maine
$1.15M -$47.5K -1,491 -4%
HI
9
Harbour Investments
Wisconsin
$1.12M -$22.6K -709 -2%
Mariner
10
Mariner
Kansas
$1M -$56.9K -1,786 -5%
RJT
11
Raymond James Trust
Florida
$953K +$125K +3,922 +16%
KAS
12
Kestra Advisory Services
Texas
$935K -$41.5K -1,302 -4%
HighTower Advisors
13
HighTower Advisors
Illinois
$802K +$274K +8,590 +54%
LPL Financial
14
LPL Financial
California
$481K +$16.1K +504 +4%
CCM
15
Colorado Capital Management
Colorado
$448K -$20K -626 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$386K -$25.4K -796 -6%
SEP
17
Southland Equity Partners
Missouri
$371K -$4.05K -127 -1%
CM
18
Capital Management
Virginia
$343K
BW
19
BIP Wealth
Georgia
$304K +$297K +9,314 New
BFG
20
Beacon Financial Group
Texas
$299K +$96 +3 +0%
HL
21
HeadInvest LLC
Maine
$291K -$54.2K -1,700 -16%
CAN
22
Cetera Advisor Networks
California
$266K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$266K +$260K +8,153 New
VA
24
Valmark Advisers
Ohio
$259K +$253K +7,929 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$238K -$6.63K -208 -3%

EUDG Hedge Fund Activity: Q1 2024 in Review

36 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Quality Dividend Growth Fund (EUDG) for Q1 2024, worth a combined $41.4M — down 6.9% from $44.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EUDG and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 9 added.

The largest buyer was Raymond James & Associates, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $2.13M.

  • 36 institutional investors held WisdomTree Europe Quality Dividend Growth Fund (EUDG) as of Q1 2024, down from 37 in Q4 2023.
  • Funds reported $41.4M of WisdomTree Europe Quality Dividend Growth Fund stock for Q1 2024, down 6.9% quarter-over-quarter.
  • 4 funds opened new WisdomTree Europe Quality Dividend Growth Fund positions in Q1 2024 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree Europe Quality Dividend Growth Fund buyer in Q1 2024 was Raymond James & Associates, an estimated $1.11M added.
  • The largest WisdomTree Europe Quality Dividend Growth Fund seller in Q1 2024 was Morgan Stanley, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2024.