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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
FFS
226
Founders Financial Securities
Maryland
$3.91M
MF
227
Meridian Financial
Massachusetts
$3.91M
LF
228
Lantz Financial
Illinois
$3.87M
VAS
229
Vestmark Advisory Solutions
Massachusetts
$3.85M
HI
230
Horizon Investments
North Carolina
$3.83M
HTC
231
Haverford Trust Company
Pennsylvania
$3.82M
SF
232
Summit Financial
New Jersey
$3.81M
WPC
233
Wedmont Private Capital
Pennsylvania
$3.79M
WWA
234
Wingate Wealth Advisors
Massachusetts
$3.79M
First Trust Advisors
235
First Trust Advisors
Illinois
$3.79M
CCFM
236
Clear Creek Financial Management
Washington
$3.75M
Focus Partners Wealth
237
Focus Partners Wealth
Massachusetts
$3.72M
Franklin Resources
238
Franklin Resources
California
$3.71M
SVWA
239
Sarver Vrooman Wealth Advisors
Missouri
$3.7M
HAS
240
HBW Advisory Services
California
$3.69M
MFP
241
Meridian Financial Partners
Virginia
$3.43M
SA
242
Shilanski & Associates
Alaska
$3.31M
BMA
243
Brooks Moore & Associates
Tennessee
$3.27M
HIS
244
Harvest Investment Services
Illinois
$3.21M
PAG
245
Powers Advisory Group
Illinois
$3.16M
AWM
246
Apollon Wealth Management
South Carolina
$3.1M
LWM
247
Latko Wealth Management
Illinois
$3.06M
TSS
248
Two Sigma Securities
New York
$2.91M
HA
249
Herold Advisors
New York
$2.91M
APA
250
Astoria Portfolio Advisors
New York
$2.87M