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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, 281 increasing their positions, 258 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:

6.21% less ownership

Funds ownership: 77.24%71.03% (-6.2%)

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
RMAM
326
Raab & Moskowitz Asset Management
New Jersey
$1.54M
CCB
327
Country Club Bank
Missouri
$1.54M
AWM
328
AE Wealth Management
Kansas
$1.52M
WCM
329
WealthBridge Capital Management
Ohio
$1.48M
SA
330
Sovran Advisors
California
$1.47M
MFG
331
Mosaic Financial Group
Illinois
$1.45M
CA
332
CoreCap Advisors
Michigan
$1.44M
DWM
333
Denver Wealth Management
Colorado
$1.42M
RA
334
Ruggaard & Associates
Ohio
$1.41M
PTC
335
Private Trust Company
Ohio
$1.39M
NC
336
NewSquare Capital
Pennsylvania
$1.36M
CVA
337
Central Valley Advisors
California
$1.35M
CGPCS
338
Capital Group Private Client Services
California
$1.35M
CFCI
339
Comprehensive Financial Consultants Institutional
Indiana
$1.34M
BCA
340
Bay Colony Advisors
Massachusetts
$1.33M
BCP
341
Blackhawk Capital Partners
Wisconsin
$1.32M
RFC
342
Regions Financial Corp
Alabama
$1.31M
RWM
343
RKL Wealth Management
Pennsylvania
$1.28M
RSWM
344
Robertson Stephens Wealth Management
California
$1.26M
FCFC
345
First Commonwealth Financial Corp
Pennsylvania
$1.26M
HFA
346
Hershey Financial Advisers
Pennsylvania
$1.26M
SWM
347
Silverlake Wealth Management
Vermont
$1.26M
AQR Capital Management
348
AQR Capital Management
Connecticut
$1.24M
WDL
349
Well Done LLC
Michigan
$1.24M
TTWM
350
TCV Trust & Wealth Management
Virginia
$1.24M