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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
SOS
301
Silver Oak Securities
Tennessee
$1.87M -$51.6K -595 -3%
BWM
302
Bulltick Wealth Management
Florida
$1.84M -$350K -4,040 -16%
VP
303
Verum Partners
North Carolina
$1.82M -$43.2K -498 -2%
HCM
304
Hollencrest Capital Management
California
$1.81M +$5.99K +69 +0.3%
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
$1.81M +$1.4M +16,169 +392%
CCG
306
Chatham Capital Group
Georgia
$1.8M
ATPW
307
Ashton Thomas Private Wealth
Arizona
$1.75M +$69.4K +800 +4%
RGF
308
Retirement Guys Formula
Ohio
$1.72M -$21.5K -248 -1%
RWB
309
RMR Wealth Builders
New Jersey
$1.7M -$278K -3,207 -14%
VWM
310
Vivid Wealth Management
Iowa
$1.66M +$63.5K +732 +4%
BPA
311
Beacon Pointe Advisors
California
$1.66M +$1.62M +18,666 New
GC
312
Guidance Capital
Kentucky
$1.66M +$190K +2,188 +13%
GF
313
GGM Financials
Ohio
$1.66M -$84.7K -976 -5%
TPCW
314
TD Private Client Wealth
New York
$1.61M +$730K +8,417 +87%
US Bancorp
315
US Bancorp
Minnesota
$1.61M +$14.1K +163 +0.9%
HBW
316
Hazlett, Burt & Watson
West Virginia
$1.6M +$9.97K +115 +0.6%
VWWMG
317
Vermillion & White Wealth Management Group
Pennsylvania
$1.6M +$4.25K +49 +0.3%
OP
318
ORG Partners
Indiana
$1.6M +$25.5K +294 +2%
BMCM
319
Bryn Mawr Capital Management
Pennsylvania
$1.59M -$20.1K -232 -1%
ICP
320
Interchange Capital Partners
Pennsylvania
$1.59M -$36K -415 -2%
VT
321
Vise Technologies
New York
$1.58M -$51.5K -594 -3%
SPC
322
Sigma Planning Corp
Michigan
$1.58M -$49.1K -566 -3%
SWM
323
Stonebridge Wealth Management
Illinois
$1.57M -$93.2K -1,074 -6%
LWMI
324
Legacy Wealth Management (Idaho)
Idaho
$1.57M +$226K +2,609 +17%
PCA
325
Pallas Capital Advisors
Massachusetts
$1.56M +$8.67K +100 +0.6%