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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
BCG
301
Bravias Capital Group
New Jersey
$1.84M
ATPW
302
Ashton Thomas Private Wealth
Arizona
$1.83M
AWM
303
AE Wealth Management
Kansas
$1.8M
CCG
304
Chatham Capital Group
Georgia
$1.8M
HCM
305
Hollencrest Capital Management
California
$1.79M
HBW
306
Hazlett, Burt & Watson
West Virginia
$1.76M
XT
307
XTX Topco
Cayman Islands
$1.74M
GC
308
Guidance Capital
Kentucky
$1.74M
SIAS
309
Summit Investment Advisory Services
Minnesota
$1.73M
WMR
310
Wealth Management Resources
Rhode Island
$1.73M
WIM
311
WealthPlan Investment Management
Nebraska
$1.7M
ATS
312
Ashton Thomas Securities
New York
$1.68M
MHS
313
M Holdings Securities
Oregon
$1.68M
GF
314
GGM Financials
Ohio
$1.67M
DWM
315
Denver Wealth Management
Colorado
$1.64M
ACM
316
Avalon Capital Management
California
$1.64M
PIA
317
Panoramic Investment Advisors
Colorado
$1.63M
CFCI
318
Comprehensive Financial Consultants Institutional
Indiana
$1.62M
SPC
319
Sigma Planning Corp
Michigan
$1.61M
AIA
320
AssuredPartners Investment Advisors
Florida
$1.6M
CAL
321
Capital Advisors Ltd
Ohio
$1.57M
NC
322
NewSquare Capital
Pennsylvania
$1.56M
LA
323
LexAurum Advisors
Kansas
$1.56M
VWWMG
324
Vermillion & White Wealth Management Group
Pennsylvania
$1.55M
PCA
325
Pallas Capital Advisors
Massachusetts
$1.54M