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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 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, 268 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
326
Parkside Financial Bank & Trust
Missouri
$1.53M
BMCM
327
Bryn Mawr Capital Management
Pennsylvania
$1.53M
RWB
328
RMR Wealth Builders
New Jersey
$1.51M
RA
329
Ruggaard & Associates
Ohio
$1.5M
BCP
330
Blackhawk Capital Partners
Wisconsin
$1.5M
RCG
331
Ridge Creek Global
Ohio
$1.49M
CA
332
CoreCap Advisors
Michigan
$1.48M
MFG
333
Mosaic Financial Group
Illinois
$1.48M
ICP
334
Interchange Capital Partners
Pennsylvania
$1.47M
QP
335
Quartz Partners
New York
$1.47M
WCM
336
WealthBridge Capital Management
Ohio
$1.46M
BlackRock
337
BlackRock
New York
$1.44M
RGF
338
Retirement Guys Formula
Ohio
$1.42M
SA
339
Sovran Advisors
California
$1.4M
SIAG
340
Safeguard Investment Advisory Group
California
$1.39M
RMAM
341
Raab & Moskowitz Asset Management
New Jersey
$1.38M
FNBOO
342
First National Bank of Omaha
Nebraska
$1.37M
US Bancorp
343
US Bancorp
Minnesota
$1.34M
CGPCS
344
Capital Group Private Client Services
California
$1.33M
OSAM
345
O'Shaughnessy Asset Management
Connecticut
$1.31M
SWM
346
Stonebridge Wealth Management
Illinois
$1.31M
PA
347
PFG Advisors
Arizona
$1.3M
CVA
348
Central Valley Advisors
California
$1.28M
Natixis Advisors
349
Natixis Advisors
Massachusetts
$1.27M
BPA
350
Beacon Pointe Advisors
California
$1.27M