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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$3.95M +$14.1K +163 +0.4%
FFS
227
Founders Financial Securities
Maryland
$3.91M +$88.6K +1,021 +2%
MF
228
Meridian Financial
Massachusetts
$3.91M +$321K +3,706 +9%
LF
229
Lantz Financial
Illinois
$3.87M +$7.55K +87 +0.2%
VAS
230
Vestmark Advisory Solutions
Massachusetts
$3.85M -$4.95M -57,031 -57%
HI
231
Horizon Investments
North Carolina
$3.83M +$206K +2,375 +6%
HTC
232
Haverford Trust Company
Pennsylvania
$3.82M +$148K +1,706 +4%
SF
233
Summit Financial
New Jersey
$3.81M +$3.72M +42,846 New
WPC
234
Wedmont Private Capital
Pennsylvania
$3.79M +$26.6K +307 +0.7%
WWA
235
Wingate Wealth Advisors
Massachusetts
$3.79M +$12.8K +147 +0.3%
First Trust Advisors
236
First Trust Advisors
Illinois
$3.79M +$92.9K +1,071 +3%
CCFM
237
Clear Creek Financial Management
Washington
$3.75M +$226K +2,610 +7%
Focus Partners Wealth
238
Focus Partners Wealth
Massachusetts
$3.72M +$822K +9,475 +29%
Franklin Resources
239
Franklin Resources
California
$3.71M +$98K +1,130 +3%
SVWA
240
Sarver Vrooman Wealth Advisors
Missouri
$3.7M +$109K +1,253 +3%
HAS
241
HBW Advisory Services
California
$3.69M +$29.6K +341 +0.8%
MFP
242
Meridian Financial Partners
Virginia
$3.43M -$84.8K -978 -2%
SA
243
Shilanski & Associates
Alaska
$3.31M +$80.9K +933 +3%
BMA
244
Brooks Moore & Associates
Tennessee
$3.27M
HIS
245
Harvest Investment Services
Illinois
$3.21M -$37.4K -431 -1%
PAG
246
Powers Advisory Group
Illinois
$3.16M +$635K +7,323 +26%
AWM
247
Apollon Wealth Management
South Carolina
$3.1M -$133K -1,539 -4%
LWM
248
Latko Wealth Management
Illinois
$3.06M +$2.99M +34,453 New
TSS
249
Two Sigma Securities
New York
$2.91M +$2.42M +27,927 +583%
HA
250
Herold Advisors
New York
$2.91M -$230K -2,649 -7%