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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 hedge funds and large institutions have $11.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 279 increasing their positions, 257 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
226
Lantz Financial
Illinois
$3.87M
VAS
227
Vestmark Advisory Solutions
Massachusetts
$3.85M
HI
228
Horizon Investments
North Carolina
$3.83M
HTC
229
Haverford Trust Company
Pennsylvania
$3.82M
SF
230
Summit Financial
New Jersey
$3.81M
WPC
231
Wedmont Private Capital
Pennsylvania
$3.79M
WWA
232
Wingate Wealth Advisors
Massachusetts
$3.79M
First Trust Advisors
233
First Trust Advisors
Illinois
$3.79M
CCFM
234
Clear Creek Financial Management
Washington
$3.75M
Focus Partners Wealth
235
Focus Partners Wealth
Massachusetts
$3.72M
Franklin Resources
236
Franklin Resources
California
$3.71M
SVWA
237
Sarver Vrooman Wealth Advisors
Missouri
$3.7M
HAS
238
HBW Advisory Services
California
$3.69M
MFP
239
Meridian Financial Partners
Virginia
$3.43M
SA
240
Shilanski & Associates
Alaska
$3.31M
BMA
241
Brooks Moore & Associates
Tennessee
$3.27M
HIS
242
Harvest Investment Services
Illinois
$3.21M
PAG
243
Powers Advisory Group
Illinois
$3.16M
AWM
244
Apollon Wealth Management
South Carolina
$3.1M
LWM
245
Latko Wealth Management
Illinois
$3.06M
TSS
246
Two Sigma Securities
New York
$2.91M
HA
247
Herold Advisors
New York
$2.91M
APA
248
Astoria Portfolio Advisors
New York
$2.87M
NFG
249
Nations Financial Group
Iowa
$2.79M
TAM
250
Titleist Asset Management
Texas
$2.77M