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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

726 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 306 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
83
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
251
Focus Partners Wealth
Massachusetts
$2.71M
TAM
252
Titleist Asset Management
Texas
$2.7M
CAG
253
Centerpoint Advisory Group
Kansas
$2.64M
NFG
254
Nations Financial Group
Iowa
$2.59M
GI
255
GLOBALT Investments
Georgia
$2.59M
SS
256
SBI Securities
Japan
$2.59M
WIM
257
WealthPlan Investment Management
Nebraska
$2.51M
SEP
258
Southland Equity Partners
Missouri
$2.49M
SFG
259
Stonebridge Financial Group
Pennsylvania
$2.44M
CAM
260
Cresset Asset Management
Illinois
$2.43M
KeyBank National Association
261
KeyBank National Association
Ohio
$2.4M
SPA
262
Sentinel Pension Advisors
Massachusetts
$2.38M
PAG
263
Powers Advisory Group
Illinois
$2.37M
MA
264
Menlo Advisors
California
$2.34M
AF
265
Apexium Financial
Texas
$2.32M
SFS
266
Symphony Financial Services
Ohio
$2.32M
EWA
267
EP Wealth Advisors
California
$2.26M
CFP
268
Cascade Financial Partners
California
$2.19M
IWP
269
Invenio Wealth Partners
Florida
$2.16M
FFA
270
Fragasso Financial Advisors
Pennsylvania
$2.15M
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$2.14M
DFA
272
DHJJ Financial Advisors
Illinois
$2.13M
TWP
273
Tempus Wealth Planning
California
$2.11M
CFP
274
Comprehensive Financial Planning
Pennsylvania
$2.1M
WMR
275
Wealth Management Resources
Rhode Island
$2.08M