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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
NFG
251
Nations Financial Group
Iowa
$2.79M
TAM
252
Titleist Asset Management
Texas
$2.77M
CAG
253
Centerpoint Advisory Group
Kansas
$2.74M
SS
254
SBI Securities
Japan
$2.73M
EWA
255
Etesian Wealth Advisors
Oregon
$2.63M
SFG
256
Stonebridge Financial Group
Pennsylvania
$2.6M
GI
257
GLOBALT Investments
Georgia
$2.59M
TFS
258
Thoroughbred Financial Services
Tennessee
$2.59M
SEP
259
Southland Equity Partners
Missouri
$2.55M
KeyBank National Association
260
KeyBank National Association
Ohio
$2.55M
HWM
261
Horizon Wealth Management
Illinois
$2.55M
CAM
262
Cresset Asset Management
Illinois
$2.52M
SPA
263
Sentinel Pension Advisors
Massachusetts
$2.5M
WIM
264
WealthPlan Investment Management
Nebraska
$2.48M
CFP
265
Cascade Financial Partners
California
$2.45M
SFS
266
Symphony Financial Services
Ohio
$2.42M
CFP
267
Comprehensive Financial Planning
Pennsylvania
$2.41M
AF
268
Apexium Financial
Texas
$2.35M
FFA
269
Fragasso Financial Advisors
Pennsylvania
$2.34M
TWP
270
Triad Wealth Partners
Kansas
$2.31M
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$2.3M
DFA
272
DHJJ Financial Advisors
Illinois
$2.29M
MCM
273
MAI Capital Management
Ohio
$2.23M
LA
274
LM Advisors
California
$2.21M
HPM
275
Hoxton Planning & Management
West Virginia
$2.2M