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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
CAG
251
Centerpoint Advisory Group
Kansas
$2.74M
SS
252
SBI Securities
Japan
$2.73M
EWA
253
Etesian Wealth Advisors
Oregon
$2.63M
SFG
254
Stonebridge Financial Group
Pennsylvania
$2.6M
GI
255
GLOBALT Investments
Georgia
$2.59M
TFS
256
Thoroughbred Financial Services
Tennessee
$2.59M
SEP
257
Southland Equity Partners
Missouri
$2.55M
KeyBank National Association
258
KeyBank National Association
Ohio
$2.55M
HWM
259
Horizon Wealth Management
Illinois
$2.55M
CAM
260
Cresset Asset Management
Illinois
$2.52M
SPA
261
Sentinel Pension Advisors
Massachusetts
$2.5M
WIM
262
WealthPlan Investment Management
Nebraska
$2.48M
CFP
263
Cascade Financial Partners
California
$2.45M
SFS
264
Symphony Financial Services
Ohio
$2.42M
CFP
265
Comprehensive Financial Planning
Pennsylvania
$2.41M
AF
266
Apexium Financial
Texas
$2.35M
FFA
267
Fragasso Financial Advisors
Pennsylvania
$2.34M
TWP
268
Triad Wealth Partners
Kansas
$2.31M
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$2.3M
DFA
270
DHJJ Financial Advisors
Illinois
$2.29M
MCM
271
MAI Capital Management
Ohio
$2.23M
LA
272
LM Advisors
California
$2.21M
HPM
273
Hoxton Planning & Management
West Virginia
$2.2M
WMR
274
Wealth Management Resources
Rhode Island
$2.19M
TWP
275
Tempus Wealth Planning
California
$2.18M