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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 268 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Waterway Wealth Management
Texas
$3.73M
HAS
227
HBW Advisory Services
California
$3.73M
OCM
228
Osbon Capital Management
Massachusetts
$3.67M
ACA
229
Aptus Capital Advisors
Alabama
$3.67M
Franklin Resources
230
Franklin Resources
California
$3.67M
ECA
231
Elevation Capital Advisory
Oregon
$3.64M
RA
232
RFG Advisory
Alabama
$3.63M
EFA
233
Evernest Financial Advisors
Indiana
$3.59M
LSA
234
Lansing Street Advisors
Pennsylvania
$3.51M
HPM
235
Hoxton Planning & Management
West Virginia
$3.46M
HIS
236
Harvest Investment Services
Illinois
$3.32M
OA
237
Oxbow Advisors
Texas
$3.27M
AWA
238
Arkadios Wealth Advisors
Georgia
$3.23M
BMA
239
Brooks Moore & Associates
Tennessee
$3.23M
BDS
240
Banco de Sabadell
Florida
$3.21M
MFP
241
Meridian Financial Partners
Virginia
$3.21M
BI
242
Berkeley Inc
Idaho
$3.05M
OWA
243
ORBA Wealth Advisors
Illinois
$2.91M
AOWM
244
Asset One Wealth Management
Washington
$2.91M
TWP
245
Triad Wealth Partners
Kansas
$2.88M
Northern Trust
246
Northern Trust
Illinois
$2.88M
EWA
247
EP Wealth Advisors
California
$2.83M
VIP
248
Viewpoint Investment Partners
Alberta, Canada
$2.78M
NFG
249
Nations Financial Group
Iowa
$2.74M
CFP
250
Comprehensive Financial Planning
Pennsylvania
$2.73M