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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
HPM
276
Hoxton Planning & Management
West Virginia
$2.2M +$308K +3,553 +17%
WMR
277
Wealth Management Resources
Rhode Island
$2.19M -$13.1K -151 -0.6%
TWP
278
Tempus Wealth Planning
California
$2.18M -$61.6K -710 -3%
LAM
279
Lifestyle Asset Management
Texas
$2.17M +$144K +1,659 +7%
AWM
280
Avaii Wealth Management
Wisconsin
$2.14M -$12.4K -143 -0.6%
AIP
281
Almanack Investment Partners
Pennsylvania
$2.13M -$22.7K -262 -1%
QCM
282
Quantinno Capital Management
New York
$2.12M +$146K +1,681 +8%
AWA
283
Arkadios Wealth Advisors
Georgia
$2.12M +$188K +2,164 +10%
GWM
284
Geneos Wealth Management
Colorado
$2.11M +$7.72K +89 +0.4%
GRP
285
Global Retirement Partners
California
$2.1M -$12.3K -142 -0.6%
MFIM
286
Mesirow Financial Investment Management
Illinois
$2.1M
CAM
287
Creekmur Asset Management
Illinois
$2.05M
SIAS
288
Summit Investment Advisory Services
Minnesota
$2.02M -$1.91K -22 -0.1%
BEI
289
Benjamin Edwards Inc
Missouri
$2.01M +$119K +1,372 +6%
Northern Trust
290
Northern Trust
Illinois
$2M +$75.3K +868 +4%
HI
291
Harbour Investments
Wisconsin
$1.98M +$145K +1,676 +8%
Citadel Advisors
292
Citadel Advisors
Florida
$1.98M +$1.01M +11,653 +110%
CPIG
293
Chicago Partners Investment Group
Illinois
$1.97M -$44.1K -509 -2%
TWA
294
Talisman Wealth Advisors
New Jersey
$1.97M +$3.38K +39 +0.2%
BCG
295
Bravias Capital Group
New Jersey
$1.96M +$38.3K +442 +2%
PIA
296
Panoramic Investment Advisors
Colorado
$1.95M +$67.7K +780 +4%
IC
297
IEQ Capital
California
$1.94M -$46.2K -533 -2%
NCM
298
Narwhal Capital Management
Georgia
$1.94M
ACM
299
Avalon Capital Management
California
$1.9M
PA
300
PFG Advisors
Arizona
$1.9M -$17.1K -197 -0.9%