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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

749 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
351
Capital Group Private Client Services
California
$1.35M
SA
352
Sovran Advisors
California
$1.31M
BCA
353
Bay Colony Advisors
Massachusetts
$1.29M
RWM
354
RKL Wealth Management
Pennsylvania
$1.29M
FCFC
355
First Commonwealth Financial Corp
Pennsylvania
$1.27M
QP
356
Quartz Partners
New York
$1.27M
Bank of Montreal
357
Bank of Montreal
Ontario, Canada
$1.24M
TTWM
358
TCV Trust & Wealth Management
Virginia
$1.24M
CFG
359
Citizens Financial Group
Rhode Island
$1.22M
WDL
360
Well Done LLC
Michigan
$1.2M
ST
361
Smithfield Trust
Pennsylvania
$1.2M
SSWM
362
Sheets Smith Wealth Management
North Carolina
$1.2M
KAS
363
KPP Advisory Services
Kentucky
$1.2M
TCWA
364
Turtle Creek Wealth Advisors
Texas
$1.19M
SWM
365
Silverlake Wealth Management
Vermont
$1.19M
TBC
366
Ted Buchan & Co
California
$1.19M
Natixis Advisors
367
Natixis Advisors
Massachusetts
$1.18M
TWML
368
THRYVE WEALTH MANAGEMENT LLC
Texas
$1.18M
PWA
369
Perspective Wealth Advisors
Colorado
$1.18M
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$1.17M
MWA
371
Muirfield Wealth Advisors
North Carolina
$1.16M
BCI
372
Brinker Capital Investments
Pennsylvania
$1.16M
RSWM
373
Robertson Stephens Wealth Management
California
$1.16M
HBS
374
Howard Bailey Securities
Indiana
$1.15M
UPS
375
UHLMANN PRICE SECURITIES
Illinois
$1.14M