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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

726 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 306 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
83
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$3.71M
LF
227
Lantz Financial
Illinois
$3.64M
WPC
228
Wedmont Private Capital
Pennsylvania
$3.6M
FFS
229
Founders Financial Securities
Maryland
$3.6M
WWA
230
Wingate Wealth Advisors
Massachusetts
$3.55M
DFA
231
DHK Financial Advisors
New Hampshire
$3.5M
MCC
232
Money Concepts Capital
Florida
$3.49M
First Trust Advisors
233
First Trust Advisors
Illinois
$3.48M
HTC
234
Haverford Trust Company
Pennsylvania
$3.46M
HAS
235
HBW Advisory Services
California
$3.45M
HI
236
Horizon Investments
North Carolina
$3.41M
AWS
237
Atria Wealth Solutions
New York
$3.41M
Franklin Resources
238
Franklin Resources
California
$3.4M
SVWA
239
Sarver Vrooman Wealth Advisors
Missouri
$3.38M
MF
240
Meridian Financial
Massachusetts
$3.37M
GWM
241
GSB Wealth Management
Connecticut
$3.36M
CCFM
242
Clear Creek Financial Management
Washington
$3.32M
MFP
243
Meridian Financial Partners
Virginia
$3.31M
BMA
244
Brooks Moore & Associates
Tennessee
$3.27M
HIS
245
Harvest Investment Services
Illinois
$3.05M
AWM
246
Apollon Wealth Management
South Carolina
$3.04M
SA
247
Shilanski & Associates
Alaska
$3.03M
HA
248
Herold Advisors
New York
$2.96M
TFS
249
Thoroughbred Financial Services
Tennessee
$2.81M
APA
250
Astoria Portfolio Advisors
New York
$2.76M