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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
PCA
326
Pallas Capital Advisors
Massachusetts
$1.54M +$636 +7 +0%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$1.53M
BMCM
328
Bryn Mawr Capital Management
Pennsylvania
$1.53M -$28.8K -317 -2%
RWB
329
RMR Wealth Builders
New Jersey
$1.51M -$133K -1,463 -8%
RA
330
Ruggaard & Associates
Ohio
$1.5M +$27.2K +299 +2%
BCP
331
Blackhawk Capital Partners
Wisconsin
$1.5M +$74.9K +824 +5%
RCG
332
Ridge Creek Global
Ohio
$1.49M
CA
333
CoreCap Advisors
Michigan
$1.48M +$28.3K +311 +2%
MFG
334
Mosaic Financial Group
Illinois
$1.48M +$2.73K +30 +0.2%
ICP
335
Interchange Capital Partners
Pennsylvania
$1.47M +$85.3K +938 +5%
QP
336
Quartz Partners
New York
$1.47M +$228K +2,502 +18%
WCM
337
WealthBridge Capital Management
Ohio
$1.46M +$1.82K +20 +0.1%
BlackRock
338
BlackRock
New York
$1.44M +$437K +4,806 +42%
RGF
339
Retirement Guys Formula
Ohio
$1.42M -$229K -2,522 -13%
SA
340
Sovran Advisors
California
$1.4M +$47.4K +521 +4%
SIAG
341
Safeguard Investment Advisory Group
California
$1.39M +$1.07M +11,722 +287%
RMAM
342
Raab & Moskowitz Asset Management
New Jersey
$1.38M -$102K -1,125 -7%
FNBOO
343
First National Bank of Omaha
Nebraska
$1.37M -$54.1K -595 -4%
US Bancorp
344
US Bancorp
Minnesota
$1.34M -$385K -4,232 -22%
CGPCS
345
Capital Group Private Client Services
California
$1.33M
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$1.31M +$169K +1,863 +14%
SWM
347
Stonebridge Wealth Management
Illinois
$1.31M -$88.1K -969 -6%
PA
348
PFG Advisors
Arizona
$1.3M -$637K -7,009 -32%
CVA
349
Central Valley Advisors
California
$1.28M -$56.6K -623 -4%
Natixis Advisors
350
Natixis Advisors
Massachusetts
$1.27M +$113K +1,242 +9%