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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
SOS
301
Silver Oak Securities
Tennessee
$1.87M
BWM
302
Bulltick Wealth Management
Florida
$1.84M
VP
303
Verum Partners
North Carolina
$1.82M
HCM
304
Hollencrest Capital Management
California
$1.81M
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
$1.81M
CCG
306
Chatham Capital Group
Georgia
$1.8M
ATPW
307
Ashton Thomas Private Wealth
Arizona
$1.75M
RGF
308
Retirement Guys Formula
Ohio
$1.72M
RWB
309
RMR Wealth Builders
New Jersey
$1.7M
VWM
310
Vivid Wealth Management
Iowa
$1.66M
BPA
311
Beacon Pointe Advisors
California
$1.66M
GC
312
Guidance Capital
Kentucky
$1.66M
GF
313
GGM Financials
Ohio
$1.66M
TPCW
314
TD Private Client Wealth
New York
$1.61M
US Bancorp
315
US Bancorp
Minnesota
$1.61M
HBW
316
Hazlett, Burt & Watson
West Virginia
$1.6M
VWWMG
317
Vermillion & White Wealth Management Group
Pennsylvania
$1.6M
OP
318
ORG Partners
Indiana
$1.6M
BMCM
319
Bryn Mawr Capital Management
Pennsylvania
$1.59M
ICP
320
Interchange Capital Partners
Pennsylvania
$1.59M
VT
321
Vise Technologies
New York
$1.58M
SPC
322
Sigma Planning Corp
Michigan
$1.58M
SWM
323
Stonebridge Wealth Management
Illinois
$1.57M
LWMI
324
Legacy Wealth Management (Idaho)
Idaho
$1.57M
PCA
325
Pallas Capital Advisors
Massachusetts
$1.56M