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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B 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, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
PFBT
326
Parkside Financial Bank & Trust
Missouri
$1.55M
RMAM
327
Raab & Moskowitz Asset Management
New Jersey
$1.54M
CCB
328
Country Club Bank
Missouri
$1.54M
AWM
329
AE Wealth Management
Kansas
$1.52M
WCM
330
WealthBridge Capital Management
Ohio
$1.48M
SA
331
Sovran Advisors
California
$1.47M
MFG
332
Mosaic Financial Group
Illinois
$1.45M
CA
333
CoreCap Advisors
Michigan
$1.44M
DWM
334
Denver Wealth Management
Colorado
$1.42M
RA
335
Ruggaard & Associates
Ohio
$1.41M
PTC
336
Private Trust Company
Ohio
$1.39M
NC
337
NewSquare Capital
Pennsylvania
$1.36M
CVA
338
Central Valley Advisors
California
$1.35M
CGPCS
339
Capital Group Private Client Services
California
$1.35M
CFCI
340
Comprehensive Financial Consultants Institutional
Indiana
$1.34M
BCA
341
Bay Colony Advisors
Massachusetts
$1.33M
BCP
342
Blackhawk Capital Partners
Wisconsin
$1.32M
RFC
343
Regions Financial Corp
Alabama
$1.31M
RWM
344
RKL Wealth Management
Pennsylvania
$1.28M
RSWM
345
Robertson Stephens Wealth Management
California
$1.26M
FCFC
346
First Commonwealth Financial Corp
Pennsylvania
$1.26M
HFA
347
Hershey Financial Advisers
Pennsylvania
$1.26M
SWM
348
Silverlake Wealth Management
Vermont
$1.26M
AQR Capital Management
349
AQR Capital Management
Connecticut
$1.24M
WDL
350
Well Done LLC
Michigan
$1.24M