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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
VWM
301
Vivid Wealth Management
Iowa
$1.86M +$63.2K +695 +3%
BCG
302
Bravias Capital Group
New Jersey
$1.84M -$112K -1,230 -6%
ATPW
303
Ashton Thomas Private Wealth
Arizona
$1.83M +$3.64K +40 +0.2%
AWM
304
AE Wealth Management
Kansas
$1.8M +$128K +1,406 +7%
CCG
305
Chatham Capital Group
Georgia
$1.8M +$21.5K +236 +1%
HCM
306
Hollencrest Capital Management
California
$1.79M -$4.18K -46 -0.2%
HBW
307
Hazlett, Burt & Watson
West Virginia
$1.76M +$75.7K +833 +4%
XT
308
XTX Topco
Cayman Islands
$1.74M +$1.17M +12,893 +186%
GC
309
Guidance Capital
Kentucky
$1.74M -$42.6K -468 -2%
SIAS
310
Summit Investment Advisory Services
Minnesota
$1.73M -$181K -1,987 -9%
WMR
311
Wealth Management Resources
Rhode Island
$1.73M -$304K -3,341 -15%
WIM
312
WealthPlan Investment Management
Nebraska
$1.7M -$501K -5,505 -22%
ATS
313
Ashton Thomas Securities
New York
$1.68M +$1.74M +19,138 New
MHS
314
M Holdings Securities
Oregon
$1.68M -$272K -2,989 -14%
GF
315
GGM Financials
Ohio
$1.67M +$41.9K +461 +2%
DWM
316
Denver Wealth Management
Colorado
$1.64M +$287K +3,155 +20%
ACM
317
Avalon Capital Management
California
$1.64M -$201K -2,215 -11%
PIA
318
Panoramic Investment Advisors
Colorado
$1.63M -$68.8K -757 -4%
CFCI
319
Comprehensive Financial Consultants Institutional
Indiana
$1.62M +$243K +2,675 +17%
SPC
320
Sigma Planning Corp
Michigan
$1.61M +$17.2K +189 +1%
AIA
321
AssuredPartners Investment Advisors
Florida
$1.6M -$45.4K -499 -3%
CAL
322
Capital Advisors Ltd
Ohio
$1.57M +$837K +9,200 +107%
NC
323
NewSquare Capital
Pennsylvania
$1.56M +$79.1K +870 +5%
LA
324
LexAurum Advisors
Kansas
$1.56M +$1.61M +17,709 New
VWWMG
325
Vermillion & White Wealth Management Group
Pennsylvania
$1.55M -$30.7K -338 -2%