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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
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$1.21M
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$1.21M
SSWM
353
Sheets Smith Wealth Management
North Carolina
$1.2M
BC
354
Bulwark Capital
Florida
$1.19M
BCI
355
Brinker Capital Investments
Pennsylvania
$1.18M
ST
356
Smithfield Trust
Pennsylvania
$1.15M
MWA
357
Muirfield Wealth Advisors
North Carolina
$1.14M
TBC
358
Ted Buchan & Co
California
$1.13M
GFP
359
Gryphon Financial Partners
Ohio
$1.13M
UPS
360
UHLMANN PRICE SECURITIES
Illinois
$1.12M
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$1.12M
SSWM
362
Strait & Sound Wealth Management
California
$1.12M
FB
363
Fulton Bank
Pennsylvania
$1.12M
HF
364
HRT Financial
New York
$1.11M
AFW
365
Avantra Family Wealth
Pennsylvania
$1.08M
FFA
366
Florida Financial Advisors
Florida
$1.06M
ACM
367
Advance Capital Management
Michigan
$1.03M
GT
368
Glenview Trust
Kentucky
$1.03M
GG
369
Greenwood Gearhart
Arkansas
$1.02M
GIA
370
Gladstone Institutional Advisory
Florida
$1.02M
BFA
371
Beacon Financial Advisory
Ohio
$1.02M
SWA
372
Stratos Wealth Advisors
Ohio
$1.01M
CA
373
Claro Advisors
Massachusetts
$1.01M
CFG
374
Citizens Financial Group
Rhode Island
$1.01M
JIC
375
Johnson Investment Counsel
Ohio
$991K