DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
351
Well Done LLC
Michigan
$1.14M
SWM
352
Silverlake Wealth Management
Vermont
$1.13M
NC
353
NewSquare Capital
Pennsylvania
$1.12M
AWM
354
AE Wealth Management
Kansas
$1.12M
TTWM
355
TCV Trust & Wealth Management
Virginia
$1.11M
CFG
356
Citizens Financial Group
Rhode Island
$1.1M
Bank of Montreal
357
Bank of Montreal
Ontario, Canada
$1.1M
FAIM
358
Financial Advocates Investment Management
Washington
$1.1M
CFCI
359
Comprehensive Financial Consultants Institutional
Indiana
$1.1M
CA
360
CoreCap Advisors
Michigan
$1.1M
SSWM
361
Sheets Smith Wealth Management
North Carolina
$1.09M
QP
362
Quartz Partners
New York
$1.09M
LA
363
LexAurum Advisors
Kansas
$1.07M
Pathstone Holdings
364
Pathstone Holdings
New Jersey
$1.04M
RWB
365
RMR Wealth Builders
New Jersey
$1.04M
RFN
366
Redwood Financial Network
Ohio
$1.03M
ST
367
Smithfield Trust
Pennsylvania
$1.03M
UPS
368
UHLMANN PRICE SECURITIES
Illinois
$1.01M
BCM
369
Brookstone Capital Management
Illinois
$1.01M
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$1M
TBC
371
Ted Buchan & Co
California
$998K
ACM
372
Advance Capital Management
Michigan
$988K
AFW
373
Avantra Family Wealth
Pennsylvania
$965K
LWMI
374
Legacy Wealth Management (Idaho)
Idaho
$959K
OFS
375
OneAscent Financial Services
Alabama
$958K