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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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
276
Jane Street
New York
$2.32M +$2.4M +26,386 New
MCM
277
MAI Capital Management
Ohio
$2.25M +$32K +352 +1%
HI
278
Harbour Investments
Wisconsin
$2.2M +$177K +1,942 +8%
DFA
279
DHJJ Financial Advisors
Illinois
$2.18M -$91.7K -1,008 -4%
VT
280
Vise Technologies
New York
$2.14M
AIP
281
Almanack Investment Partners
Pennsylvania
$2.1M
AWM
282
Avaii Wealth Management
Wisconsin
$2.1M +$5.64K +62 +0.3%
CFP
283
Cascade Financial Partners
California
$2.09M -$207K -2,282 -9%
HIP
284
HUB Investment Partners
Texas
$2.08M +$2.15M +23,670 New
LOWM
285
Laurel Oak Wealth Management
New Jersey
$2.08M +$228K +2,502 +12%
AWM
286
Apollon Wealth Management
South Carolina
$2.08M -$642K -7,057 -23%
MFIM
287
Mesirow Financial Investment Management
Illinois
$2.07M +$42.2K +464 +2%
GWM
288
Geneos Wealth Management
Colorado
$2.07M +$546 +6 +0%
NF
289
Nikulski Financial
Iowa
$2.07M -$805K -8,849 -27%
TWP
290
Tempus Wealth Planning
California
$2.06M -$35.3K -388 -2%
APA
291
Astoria Portfolio Advisors
New York
$2.04M +$2.64K +29 +0.1%
CPIG
292
Chicago Partners Investment Group
Illinois
$1.96M +$1.27K +14 +0.1%
VP
293
Verum Partners
North Carolina
$1.96M +$172K +1,891 +9%
TPCW
294
TD Private Client Wealth
New York
$1.96M +$50.8K +559 +3%
TWA
295
Talisman Wealth Advisors
New Jersey
$1.95M +$1.09K +12 +0.1%
RFC
296
Regions Financial Corp
Alabama
$1.94M +$619K +6,804 +44%
IC
297
IEQ Capital
California
$1.92M
NCM
298
Narwhal Capital Management
Georgia
$1.91M
KFAS
299
Keating Financial Advisory Services
Kansas
$1.89M -$611K -6,715 -24%
SWM
300
Sherman Wealth Management
Maryland
$1.89M +$19.7K +217 +1%