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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
QP
351
Quartz Partners
New York
$1.23M
LA
352
LexAurum Advisors
Kansas
$1.23M
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$1.21M
Bank of Montreal
354
Bank of Montreal
Ontario, Canada
$1.21M
SSWM
355
Sheets Smith Wealth Management
North Carolina
$1.2M
BC
356
Bulwark Capital
Florida
$1.19M
BCI
357
Brinker Capital Investments
Pennsylvania
$1.18M
ST
358
Smithfield Trust
Pennsylvania
$1.15M
MWA
359
Muirfield Wealth Advisors
North Carolina
$1.14M
TBC
360
Ted Buchan & Co
California
$1.13M
GFP
361
Gryphon Financial Partners
Ohio
$1.13M
UPS
362
UHLMANN PRICE SECURITIES
Illinois
$1.12M
National Bank of Canada
363
National Bank of Canada
Quebec, Canada
$1.12M
SSWM
364
Strait & Sound Wealth Management
California
$1.12M
FB
365
Fulton Bank
Pennsylvania
$1.12M
HF
366
HRT Financial
New York
$1.11M
AFW
367
Avantra Family Wealth
Pennsylvania
$1.08M
FFA
368
Florida Financial Advisors
Florida
$1.06M
ACM
369
Advance Capital Management
Michigan
$1.03M
GT
370
Glenview Trust
Kentucky
$1.03M
GG
371
Greenwood Gearhart
Arkansas
$1.02M
GIA
372
Gladstone Institutional Advisory
Florida
$1.02M
BFA
373
Beacon Financial Advisory
Ohio
$1.02M
SWA
374
Stratos Wealth Advisors
Ohio
$1.01M
CA
375
Claro Advisors
Massachusetts
$1.01M