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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
BWM
301
Bulltick Wealth Management
Florida
$1.84M
VP
302
Verum Partners
North Carolina
$1.82M
HCM
303
Hollencrest Capital Management
California
$1.81M
Susquehanna International Group
304
Susquehanna International Group
Pennsylvania
$1.81M
CCG
305
Chatham Capital Group
Georgia
$1.8M
ATPW
306
Ashton Thomas Private Wealth
Arizona
$1.75M
RGF
307
Retirement Guys Formula
Ohio
$1.72M
RWB
308
RMR Wealth Builders
New Jersey
$1.7M
VWM
309
Vivid Wealth Management
Iowa
$1.66M
BPA
310
Beacon Pointe Advisors
California
$1.66M
GC
311
Guidance Capital
Kentucky
$1.66M
GF
312
GGM Financials
Ohio
$1.66M
TPCW
313
TD Private Client Wealth
New York
$1.61M
US Bancorp
314
US Bancorp
Minnesota
$1.61M
HBW
315
Hazlett, Burt & Watson
West Virginia
$1.6M
VWWMG
316
Vermillion & White Wealth Management Group
Pennsylvania
$1.6M
OP
317
ORG Partners
Indiana
$1.6M
BMCM
318
Bryn Mawr Capital Management
Pennsylvania
$1.59M
ICP
319
Interchange Capital Partners
Pennsylvania
$1.59M
VT
320
Vise Technologies
New York
$1.58M
SPC
321
Sigma Planning Corp
Michigan
$1.58M
SWM
322
Stonebridge Wealth Management
Illinois
$1.57M
LWMI
323
Legacy Wealth Management (Idaho)
Idaho
$1.57M
PCA
324
Pallas Capital Advisors
Massachusetts
$1.56M
PFBT
325
Parkside Financial Bank & Trust
Missouri
$1.55M