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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
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
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
351
TCV Trust & Wealth Management
Virginia
$1.24M
QP
352
Quartz Partners
New York
$1.23M
LA
353
LexAurum Advisors
Kansas
$1.23M
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$1.21M
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$1.21M
SSWM
356
Sheets Smith Wealth Management
North Carolina
$1.2M
BC
357
Bulwark Capital
Florida
$1.19M
BCI
358
Brinker Capital Investments
Pennsylvania
$1.18M
ST
359
Smithfield Trust
Pennsylvania
$1.15M
MWA
360
Muirfield Wealth Advisors
North Carolina
$1.14M
TBC
361
Ted Buchan & Co
California
$1.13M
GFP
362
Gryphon Financial Partners
Ohio
$1.13M
UPS
363
UHLMANN PRICE SECURITIES
Illinois
$1.12M
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$1.12M
SSWM
365
Strait & Sound Wealth Management
California
$1.12M
FB
366
Fulton Bank
Pennsylvania
$1.12M
HF
367
HRT Financial
New York
$1.11M
AFW
368
Avantra Family Wealth
Pennsylvania
$1.08M
FFA
369
Florida Financial Advisors
Florida
$1.06M
ACM
370
Advance Capital Management
Michigan
$1.03M
GT
371
Glenview Trust
Kentucky
$1.03M
GG
372
Greenwood Gearhart
Arkansas
$1.02M
GIA
373
Gladstone Institutional Advisory
Florida
$1.02M
BFA
374
Beacon Financial Advisory
Ohio
$1.02M
SWA
375
Stratos Wealth Advisors
Ohio
$1.01M