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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
326
Parkside Financial Bank & Trust
Missouri
$1.55M -$48.7K -562 -3%
RMAM
327
Raab & Moskowitz Asset Management
New Jersey
$1.54M -$160K -1,846 -10%
CCB
328
Country Club Bank
Missouri
$1.54M -$51.1K -589 -3%
AWM
329
AE Wealth Management
Kansas
$1.52M +$158K +1,818 +12%
PWM
330
Peck Wealth Management
New York
$1.5M +$1.46M +16,876 New
WCM
331
WealthBridge Capital Management
Ohio
$1.48M -$5.64K -65 -0.4%
SA
332
Sovran Advisors
California
$1.47M +$50.4K +581 +4%
MFG
333
Mosaic Financial Group
Illinois
$1.45M +$3.21K +37 +0.2%
CA
334
CoreCap Advisors
Michigan
$1.44M +$4.51K +52 +0.3%
DWM
335
Denver Wealth Management
Colorado
$1.42M -$81.9K -944 -6%
RA
336
Ruggaard & Associates
Ohio
$1.41M +$4.6K +53 +0.3%
PTC
337
Private Trust Company
Ohio
$1.39M -$94.5K -1,089 -7%
NC
338
NewSquare Capital
Pennsylvania
$1.36M +$13.8K +159 +1%
CVA
339
Central Valley Advisors
California
$1.35M -$5.99K -69 -0.5%
CGPCS
340
Capital Group Private Client Services
California
$1.35M +$525K +6,052 +67%
CFCI
341
Comprehensive Financial Consultants Institutional
Indiana
$1.34M +$117K +1,350 +10%
IFG
342
Independent Financial Group
California
$1.34M -$68.3K -787 -5%
BCA
343
Bay Colony Advisors
Massachusetts
$1.33M +$249K +2,869 +24%
BCP
344
Blackhawk Capital Partners
Wisconsin
$1.32M -$81.4K -938 -6%
RFC
345
Regions Financial Corp
Alabama
$1.31M -$13K -150 -1%
RWM
346
RKL Wealth Management
Pennsylvania
$1.28M -$137K -1,585 -10%
RSWM
347
Robertson Stephens Wealth Management
California
$1.26M -$138K -1,596 -10%
FCFC
348
First Commonwealth Financial Corp
Pennsylvania
$1.26M -$3.56K -41 -0.3%
HFA
349
Hershey Financial Advisers
Pennsylvania
$1.26M +$1.23M +14,192 New
SWM
350
Silverlake Wealth Management
Vermont
$1.26M -$520 -6 -0%