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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.03B -$19.5M -214,723 -2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.03B -$55.7M -612,284 -5%
LPL Financial
3
LPL Financial
California
$1.01B -$63M -692,506 -6%
Morgan Stanley
4
Morgan Stanley
New York
$790M +$43.3M +476,607 +6%
HC
5
Hamilton Capital
Ohio
$634M +$28.2M +309,867 +4%
Ameriprise
6
Ameriprise
Minnesota
$601M -$18M -197,642 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$302M +$2.41M +26,535 +0.8%
HighTower Advisors
8
HighTower Advisors
Illinois
$249M -$3.36M -36,987 -1%
UBS Group
9
UBS Group
Switzerland
$243M +$7.98M +87,790 +3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$228M +$12.7M +139,133 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$189M -$17.5M -192,302 -8%
Wells Fargo
12
Wells Fargo
California
$145M -$2.67M -29,329 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$132M -$10.1M -110,828 -7%
PAG
14
Private Advisor Group
New Jersey
$124M -$1.08M -11,920 -0.8%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$116M -$3.59M -39,470 -3%
LFG
16
Larson Financial Group
Missouri
$107M +$18.1M +199,582 +20%
SPIA
17
Steward Partners Investment Advisory
New York
$101M +$5.87M +64,511 +6%
HNB
18
Huntington National Bank
Ohio
$96.5M
PCIA
19
Prime Capital Investment Advisors
Kansas
$94.8M -$41.5M -456,062 -30%
WA
20
Waddell & Associates
Tennessee
$90.2M +$3.22M +35,461 +4%
SIM
21
Stratos Investment Management
Ohio
$82.6M +$1.31M +14,384 +2%
CCA
22
Clearwater Capital Advisors
Illinois
$81.7M +$2.77M +30,454 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$81.5M -$9.39M -103,269 -10%
BFG
24
Bouchey Financial Group
New York
$79.4M +$177K +1,942 +0.2%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$75.3M +$77.3M +849,982 +12,667%