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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
AWM
326
AE Wealth Management
Kansas
$1.52M
WCM
327
WealthBridge Capital Management
Ohio
$1.48M
SA
328
Sovran Advisors
California
$1.47M
MFG
329
Mosaic Financial Group
Illinois
$1.45M
CA
330
CoreCap Advisors
Michigan
$1.44M
DWM
331
Denver Wealth Management
Colorado
$1.42M
RA
332
Ruggaard & Associates
Ohio
$1.41M
PTC
333
Private Trust Company
Ohio
$1.39M
NC
334
NewSquare Capital
Pennsylvania
$1.36M
CVA
335
Central Valley Advisors
California
$1.35M
CGPCS
336
Capital Group Private Client Services
California
$1.35M
CFCI
337
Comprehensive Financial Consultants Institutional
Indiana
$1.34M
BCA
338
Bay Colony Advisors
Massachusetts
$1.33M
BCP
339
Blackhawk Capital Partners
Wisconsin
$1.32M
RFC
340
Regions Financial Corp
Alabama
$1.31M
RWM
341
RKL Wealth Management
Pennsylvania
$1.28M
RSWM
342
Robertson Stephens Wealth Management
California
$1.26M
FCFC
343
First Commonwealth Financial Corp
Pennsylvania
$1.26M
HFA
344
Hershey Financial Advisers
Pennsylvania
$1.26M
SWM
345
Silverlake Wealth Management
Vermont
$1.26M
AQR Capital Management
346
AQR Capital Management
Connecticut
$1.24M
WDL
347
Well Done LLC
Michigan
$1.24M
TTWM
348
TCV Trust & Wealth Management
Virginia
$1.24M
QP
349
Quartz Partners
New York
$1.23M
LA
350
LexAurum Advisors
Kansas
$1.23M