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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 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, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
251
Comprehensive Financial Planning
Pennsylvania
$2.73M +$299K +3,292 +12%
EWA
252
Etesian Wealth Advisors
Oregon
$2.72M +$161K +1,776 +6%
RIA
253
Regal Investment Advisors
Michigan
$2.68M -$2.82K -31 -0.1%
CAG
254
Centerpoint Advisory Group
Kansas
$2.67M
TAM
255
Titleist Asset Management
Texas
$2.65M -$66.1K -727 -2%
SFGP
256
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.59M +$13.8K +152 +0.5%
RhumbLine Advisers
257
RhumbLine Advisers
Massachusetts
$2.58M
HA
258
Herold Advisors
New York
$2.56M -$210K -2,308 -7%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$2.54M -$885K -9,732 -25%
SFS
260
Symphony Financial Services
Ohio
$2.52M +$67.4K +741 +3%
QCM
261
Quantinno Capital Management
New York
$2.51M +$356K +3,917 +16%
GI
262
GLOBALT Investments
Georgia
$2.48M -$28.3K -311 -1%
SPA
263
Sentinel Pension Advisors
Massachusetts
$2.47M +$133K +1,461 +5%
SEP
264
Southland Equity Partners
Missouri
$2.44M -$27.5K -302 -1%
KeyBank National Association
265
KeyBank National Association
Ohio
$2.44M -$33.4K -367 -1%
SPA
266
Sound Portfolio Advisors
Connecticut
$2.44M -$33.4K -367 -1%
WF
267
WealthPoint Financial
North Carolina
$2.44M +$117K +1,292 +5%
BCM
268
Brookstone Capital Management
Illinois
$2.44M +$927K +10,195 +58%
SS
269
SBI Securities
Japan
$2.41M -$51.9K -571 -2%
CWA
270
Continuum Wealth Advisors
New York
$2.38M -$1.95M -21,497 -44%
VVP
271
Venture Visionary Partners
Ohio
$2.37M -$13.9M -152,811 -85%
FFA
272
Fragasso Financial Advisors
Pennsylvania
$2.36M -$38.7K -426 -2%
TFS
273
Thoroughbred Financial Services
Tennessee
$2.36M -$126K -1,383 -5%
CAM
274
Cresset Asset Management
Illinois
$2.35M -$30.3K -333 -1%
LWMI
275
Legacy Wealth Management (Idaho)
Idaho
$2.32M -$197K -2,164 -8%