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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 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, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
351
Beacon Pointe Advisors
California
$1.27M -$135K -1,481 -9%
OWA
352
OakTrust Wealth Advisors
Connecticut
$1.26M -$899K -9,883 -41%
ST
353
Smithfield Trust
Pennsylvania
$1.25M +$75.5K +830 +6%
FCFC
354
First Commonwealth Financial Corp
Pennsylvania
$1.25M
AA
355
Armis Advisers
Georgia
$1.24M -$36K -396 -3%
BCA
356
Bay Colony Advisors
Massachusetts
$1.23M -$38K -418 -3%
TTWM
357
TCV Trust & Wealth Management
Virginia
$1.22M
Bank of Montreal
358
Bank of Montreal
Ontario, Canada
$1.22M -$3.55K -39 -0.3%
RWM
359
RKL Wealth Management
Pennsylvania
$1.22M -$48.9K -538 -4%
WDL
360
Well Done LLC
Michigan
$1.17M -$10.6K -117 -0.9%
MCC
361
Money Concepts Capital
Florida
$1.16M +$82.7K +910 +7%
SSWM
362
Sheets Smith Wealth Management
North Carolina
$1.15M -$30.3K -333 -2%
FFA
363
Florida Financial Advisors
Florida
$1.14M +$119K +1,304 +11%
MWA
364
Muirfield Wealth Advisors
North Carolina
$1.14M -$182 -2 -0%
RSWM
365
Robertson Stephens Wealth Management
California
$1.14M -$91 -1 -0%
HBS
366
Howard Bailey Securities
Indiana
$1.13M -$3.46K -38 -0.3%
UPS
367
UHLMANN PRICE SECURITIES
Illinois
$1.13M +$2.91K +32 +0.3%
SWM
368
Silverlake Wealth Management
Vermont
$1.11M -$61.7K -679 -5%
PWM
369
Peck Wealth Management
New York
$1.11M -$54.6K -600 -5%
TBC
370
Ted Buchan & Co
California
$1.1M -$63.4K -697 -5%
PTC
371
Private Trust Company
Ohio
$1.1M -$356K -3,911 -24%
CFG
372
Citizens Financial Group
Rhode Island
$1.09M -$112K -1,235 -9%
IWC
373
Integrated Wealth Concepts
Massachusetts
$1.09M +$1.12M +12,363 New
KHCM
374
Kirtland Hills Capital Management
Ohio
$1.08M +$494K +5,429 +90%
SWA
375
Stratos Wealth Advisors
Ohio
$1.07M +$59.3K +652 +6%