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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
251
Comprehensive Financial Planning
Pennsylvania
$2.73M
EWA
252
Etesian Wealth Advisors
Oregon
$2.72M
RIA
253
Regal Investment Advisors
Michigan
$2.68M
CAG
254
Centerpoint Advisory Group
Kansas
$2.67M
TAM
255
Titleist Asset Management
Texas
$2.65M
SFGP
256
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.59M
RhumbLine Advisers
257
RhumbLine Advisers
Massachusetts
$2.58M
HA
258
Herold Advisors
New York
$2.56M
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$2.54M
SFS
260
Symphony Financial Services
Ohio
$2.52M
QCM
261
Quantinno Capital Management
New York
$2.51M
GI
262
GLOBALT Investments
Georgia
$2.48M
SPA
263
Sentinel Pension Advisors
Massachusetts
$2.47M
SEP
264
Southland Equity Partners
Missouri
$2.44M
KeyBank National Association
265
KeyBank National Association
Ohio
$2.44M
SPA
266
Sound Portfolio Advisors
Connecticut
$2.44M
WF
267
WealthPoint Financial
North Carolina
$2.44M
BCM
268
Brookstone Capital Management
Illinois
$2.44M
SS
269
SBI Securities
Japan
$2.41M
CWA
270
Continuum Wealth Advisors
New York
$2.38M
VVP
271
Venture Visionary Partners
Ohio
$2.37M
FFA
272
Fragasso Financial Advisors
Pennsylvania
$2.36M
TFS
273
Thoroughbred Financial Services
Tennessee
$2.36M
CAM
274
Cresset Asset Management
Illinois
$2.35M
LWMI
275
Legacy Wealth Management (Idaho)
Idaho
$2.32M