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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 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, 268 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
MCM
276
MAI Capital Management
Ohio
$2.25M
HI
277
Harbour Investments
Wisconsin
$2.2M
DFA
278
DHJJ Financial Advisors
Illinois
$2.18M
VT
279
Vise Technologies
New York
$2.14M
AIP
280
Almanack Investment Partners
Pennsylvania
$2.1M
AWM
281
Avaii Wealth Management
Wisconsin
$2.1M
CFP
282
Cascade Financial Partners
California
$2.09M
HIP
283
HUB Investment Partners
Texas
$2.08M
LOWM
284
Laurel Oak Wealth Management
New Jersey
$2.08M
AWM
285
Apollon Wealth Management
South Carolina
$2.08M
MFIM
286
Mesirow Financial Investment Management
Illinois
$2.07M
GWM
287
Geneos Wealth Management
Colorado
$2.07M
NF
288
Nikulski Financial
Iowa
$2.07M
TWP
289
Tempus Wealth Planning
California
$2.06M
APA
290
Astoria Portfolio Advisors
New York
$2.04M
CPIG
291
Chicago Partners Investment Group
Illinois
$1.96M
VP
292
Verum Partners
North Carolina
$1.96M
TPCW
293
TD Private Client Wealth
New York
$1.96M
TWA
294
Talisman Wealth Advisors
New Jersey
$1.95M
RFC
295
Regions Financial Corp
Alabama
$1.94M
IC
296
IEQ Capital
California
$1.92M
NCM
297
Narwhal Capital Management
Georgia
$1.91M
KFAS
298
Keating Financial Advisory Services
Kansas
$1.89M
SWM
299
Sherman Wealth Management
Maryland
$1.89M
VWM
300
Vivid Wealth Management
Iowa
$1.86M