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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
WMR
276
Wealth Management Resources
Rhode Island
$2.19M
TWP
277
Tempus Wealth Planning
California
$2.18M
LAM
278
Lifestyle Asset Management
Texas
$2.17M
AWM
279
Avaii Wealth Management
Wisconsin
$2.14M
AIP
280
Almanack Investment Partners
Pennsylvania
$2.13M
QCM
281
Quantinno Capital Management
New York
$2.12M
AWA
282
Arkadios Wealth Advisors
Georgia
$2.12M
GWM
283
Geneos Wealth Management
Colorado
$2.11M
GRP
284
Global Retirement Partners
California
$2.1M
MFIM
285
Mesirow Financial Investment Management
Illinois
$2.1M
CAM
286
Creekmur Asset Management
Illinois
$2.05M
SIAS
287
Summit Investment Advisory Services
Minnesota
$2.02M
BEI
288
Benjamin Edwards Inc
Missouri
$2.01M
Northern Trust
289
Northern Trust
Illinois
$2M
HI
290
Harbour Investments
Wisconsin
$1.98M
Citadel Advisors
291
Citadel Advisors
Florida
$1.98M
CPIG
292
Chicago Partners Investment Group
Illinois
$1.97M
TWA
293
Talisman Wealth Advisors
New Jersey
$1.97M
BCG
294
Bravias Capital Group
New Jersey
$1.96M
PIA
295
Panoramic Investment Advisors
Colorado
$1.95M
IC
296
IEQ Capital
California
$1.94M
NCM
297
Narwhal Capital Management
Georgia
$1.94M
ACM
298
Avalon Capital Management
California
$1.9M
PA
299
PFG Advisors
Arizona
$1.9M
SOS
300
Silver Oak Securities
Tennessee
$1.87M