We are live on ! Find out more
DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
351
AQR Capital Management
Connecticut
$1.24M +$26K +300 +2%
WDL
352
Well Done LLC
Michigan
$1.24M -$11.8K -136 -1%
TTWM
353
TCV Trust & Wealth Management
Virginia
$1.24M
QP
354
Quartz Partners
New York
$1.23M +$25.2K +291 +2%
LA
355
LexAurum Advisors
Kansas
$1.23M +$13.5K +156 +1%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$1.21M +$4.16K +48 +0.4%
Bank of Montreal
357
Bank of Montreal
Ontario, Canada
$1.21M -$91K -1,049 -7%
SSWM
358
Sheets Smith Wealth Management
North Carolina
$1.2M -$15.4K -178 -1%
BC
359
Bulwark Capital
Florida
$1.19M -$266K -3,070 -19%
BCI
360
Brinker Capital Investments
Pennsylvania
$1.18M -$370K -4,270 -24%
ST
361
Smithfield Trust
Pennsylvania
$1.15M
MWA
362
Muirfield Wealth Advisors
North Carolina
$1.14M +$260 +3 +0%
TBC
363
Ted Buchan & Co
California
$1.13M +$108K +1,245 +11%
GFP
364
Gryphon Financial Partners
Ohio
$1.13M -$12.6K -145 -1%
UPS
365
UHLMANN PRICE SECURITIES
Illinois
$1.12M +$9.89K +114 +0.9%
National Bank of Canada
366
National Bank of Canada
Quebec, Canada
$1.12M -$21K -242 -2%
SSWM
367
Strait & Sound Wealth Management
California
$1.12M +$114K +1,316 +12%
FB
368
Fulton Bank
Pennsylvania
$1.12M -$46.8K -540 -4%
HF
369
HRT Financial
New York
$1.11M +$1.09M +12,542 New
AFW
370
Avantra Family Wealth
Pennsylvania
$1.08M -$3.38K -39 -0.3%
FFA
371
Florida Financial Advisors
Florida
$1.06M -$888K -10,242 -46%
ACM
372
Advance Capital Management
Michigan
$1.03M +$40.6K +468 +4%
GT
373
Glenview Trust
Kentucky
$1.03M -$34.3K -396 -3%
GG
374
Greenwood Gearhart
Arkansas
$1.02M
GIA
375
Gladstone Institutional Advisory
Florida
$1.02M -$49.4K -570 -5%