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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
PWM
226
Perigon Wealth Management
California
$3.95M
FFS
227
Founders Financial Securities
Maryland
$3.91M
MF
228
Meridian Financial
Massachusetts
$3.91M
LF
229
Lantz Financial
Illinois
$3.87M
VAS
230
Vestmark Advisory Solutions
Massachusetts
$3.85M
HI
231
Horizon Investments
North Carolina
$3.83M
HTC
232
Haverford Trust Company
Pennsylvania
$3.82M
SF
233
Summit Financial
New Jersey
$3.81M
WPC
234
Wedmont Private Capital
Pennsylvania
$3.79M
WWA
235
Wingate Wealth Advisors
Massachusetts
$3.79M
First Trust Advisors
236
First Trust Advisors
Illinois
$3.79M
CCFM
237
Clear Creek Financial Management
Washington
$3.75M
Focus Partners Wealth
238
Focus Partners Wealth
Massachusetts
$3.72M
Franklin Resources
239
Franklin Resources
California
$3.71M
SVWA
240
Sarver Vrooman Wealth Advisors
Missouri
$3.7M
HAS
241
HBW Advisory Services
California
$3.69M
MFP
242
Meridian Financial Partners
Virginia
$3.43M
SA
243
Shilanski & Associates
Alaska
$3.31M
BMA
244
Brooks Moore & Associates
Tennessee
$3.27M
HIS
245
Harvest Investment Services
Illinois
$3.21M
PAG
246
Powers Advisory Group
Illinois
$3.16M
AWM
247
Apollon Wealth Management
South Carolina
$3.1M
LWM
248
Latko Wealth Management
Illinois
$3.06M
TSS
249
Two Sigma Securities
New York
$2.91M
HA
250
Herold Advisors
New York
$2.91M