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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMR
226
Wealth Management Resources
Rhode Island
$3.49M
LF
227
Lantz Financial
Illinois
$3.48M
Franklin Resources
228
Franklin Resources
California
$3.4M
WWM
229
Waterway Wealth Management
Texas
$3.39M
HI
230
Horizon Investments
North Carolina
$3.37M
HAS
231
HBW Advisory Services
California
$3.24M
WPC
232
Wedmont Private Capital
Pennsylvania
$3.21M
HA
233
Herold Advisors
New York
$3.2M
AWM
234
Apollon Wealth Management
South Carolina
$3.17M
MFP
235
Meridian Financial Partners
Virginia
$3.17M
VAS
236
Vestmark Advisory Solutions
Massachusetts
$3.16M
SVWA
237
Sarver Vrooman Wealth Advisors
Missouri
$3.15M
HTC
238
Haverford Trust Company
Pennsylvania
$3.14M
WWA
239
Wingate Wealth Advisors
Massachusetts
$3.09M
CCFM
240
Clear Creek Financial Management
Washington
$3M
MF
241
Meridian Financial
Massachusetts
$2.99M
Jane Street
242
Jane Street
New York
$2.96M
MCC
243
Money Concepts Capital
Florida
$2.93M
HIS
244
Harvest Investment Services
Illinois
$2.91M
TWP
245
Tempus Wealth Planning
California
$2.89M
SA
246
Shilanski & Associates
Alaska
$2.87M
TFS
247
Thoroughbred Financial Services
Tennessee
$2.83M
FFA
248
Florida Financial Advisors
Florida
$2.82M
BMA
249
Brooks Moore & Associates
Tennessee
$2.81M
GWM
250
GSB Wealth Management
Connecticut
$2.79M