We are live on ! Find out more
DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
251
Astoria Portfolio Advisors
New York
$2.87M +$1.21K +14 +0%
NFG
252
Nations Financial Group
Iowa
$2.79M +$42.6K +491 +2%
TAM
253
Titleist Asset Management
Texas
$2.77M -$97.6K -1,125 -3%
CAG
254
Centerpoint Advisory Group
Kansas
$2.74M -$65K -750 -2%
SS
255
SBI Securities
Japan
$2.73M -$15.1K -174 -0.6%
EWA
256
Etesian Wealth Advisors
Oregon
$2.63M +$484K +5,576 +23%
SFGP
257
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.6M +$4.51K +52 +0.2%
GI
258
GLOBALT Investments
Georgia
$2.59M -$152K -1,748 -6%
TFS
259
Thoroughbred Financial Services
Tennessee
$2.59M -$382K -4,407 -13%
SEP
260
Southland Equity Partners
Missouri
$2.55M -$98.4K -1,134 -4%
KeyBank National Association
261
KeyBank National Association
Ohio
$2.55M -$6.5K -75 -0.3%
HWM
262
Horizon Wealth Management
Illinois
$2.55M -$55.4M -639,117 -96%
SPA
263
Sentinel Pension Advisors
Massachusetts
$2.5M -$27.6K -318 -1%
WIM
264
WealthPlan Investment Management
Nebraska
$2.48M -$179K -2,060 -7%
CFP
265
Cascade Financial Partners
California
$2.45M +$113K +1,304 +5%
SFS
266
Symphony Financial Services
Ohio
$2.42M -$39.9K -460 -2%
CFP
267
Comprehensive Financial Planning
Pennsylvania
$2.41M +$179K +2,067 +8%
CAM
268
Cresset Asset Management
Illinois
$2.35M +$4.6K +53 +0.2%
AF
269
Apexium Financial
Texas
$2.35M -$113K -1,307 -5%
FFA
270
Fragasso Financial Advisors
Pennsylvania
$2.34M +$47.3K +545 +2%
TWP
271
Triad Wealth Partners
Kansas
$2.31M +$249K +2,866 +12%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$2.3M +$29.2K +337 +1%
DFA
273
DHJJ Financial Advisors
Illinois
$2.29M +$29.1K +336 +1%
MCM
274
MAI Capital Management
Ohio
$2.23M +$754K +8,697 +53%
LA
275
LM Advisors
California
$2.21M +$133K +1,529 +7%