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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
UBS AM
226
UBS AM
Illinois
$3.76M +$3.22M +35,430 +480%
WWM
227
Waterway Wealth Management
Texas
$3.73M -$217K -2,387 -5%
HAS
228
HBW Advisory Services
California
$3.73M +$90.5K +995 +2%
OCM
229
Osbon Capital Management
Massachusetts
$3.67M -$187K -2,056 -5%
ACA
230
Aptus Capital Advisors
Alabama
$3.67M -$18.6K -205 -0.5%
Franklin Resources
231
Franklin Resources
California
$3.67M
ECA
232
Elevation Capital Advisory
Oregon
$3.64M +$2.36M +26,007 +169%
RA
233
RFG Advisory
Alabama
$3.63M +$87.4K +961 +2%
EFA
234
Evernest Financial Advisors
Indiana
$3.59M -$1.93M -21,225 -36%
LSA
235
Lansing Street Advisors
Pennsylvania
$3.51M -$45.6K -501 -1%
HPM
236
Hoxton Planning & Management
West Virginia
$3.46M +$196K +2,153 +6%
HIS
237
Harvest Investment Services
Illinois
$3.32M +$31.1K +342 +0.9%
OA
238
Oxbow Advisors
Texas
$3.27M +$795K +8,746 +31%
AWA
239
Arkadios Wealth Advisors
Georgia
$3.23M +$1.2M +13,214 +56%
BMA
240
Brooks Moore & Associates
Tennessee
$3.23M -$281K -3,085 -8%
BDS
241
Banco de Sabadell
Florida
$3.21M +$335K +3,680 +11%
MFP
242
Meridian Financial Partners
Virginia
$3.21M -$119K -1,309 -3%
BI
243
Berkeley Inc
Idaho
$3.05M -$3.86M -42,421 -55%
OWA
244
ORBA Wealth Advisors
Illinois
$2.91M -$586K -6,444 -16%
AOWM
245
Asset One Wealth Management
Washington
$2.91M -$79.6K -875 -3%
TWP
246
Triad Wealth Partners
Kansas
$2.88M +$196K +2,161 +7%
Northern Trust
247
Northern Trust
Illinois
$2.88M +$123K +1,353 +4%
EWA
248
EP Wealth Advisors
California
$2.83M +$46.6K +513 +2%
VIP
249
Viewpoint Investment Partners
Alberta, Canada
$2.78M -$666K -7,320 -19%
NFG
250
Nations Financial Group
Iowa
$2.74M +$56.7K +624 +2%