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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

767 hedge funds and large institutions have $12.5B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 281 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
SWM
351
Stonebridge Wealth Management
Illinois
$1.42M
CFCI
352
Comprehensive Financial Consultants Institutional
Indiana
$1.41M
DWM
353
Denver Wealth Management
Colorado
$1.39M
ECA
354
Elevation Capital Advisory
Oregon
$1.38M
RFC
355
Regions Financial Corp
Alabama
$1.37M
CVA
356
Central Valley Advisors
California
$1.36M
CGPCS
357
Capital Group Private Client Services
California
$1.35M
SA
358
Sovran Advisors
California
$1.31M
BCA
359
Bay Colony Advisors
Massachusetts
$1.29M
RWM
360
RKL Wealth Management
Pennsylvania
$1.29M
FCFC
361
First Commonwealth Financial Corp
Pennsylvania
$1.27M
QP
362
Quartz Partners
New York
$1.27M
Bank of Montreal
363
Bank of Montreal
Ontario, Canada
$1.24M
TTWM
364
TCV Trust & Wealth Management
Virginia
$1.24M
CFG
365
Citizens Financial Group
Rhode Island
$1.22M
WDL
366
Well Done LLC
Michigan
$1.2M
ST
367
Smithfield Trust
Pennsylvania
$1.2M
SSWM
368
Sheets Smith Wealth Management
North Carolina
$1.2M
KAS
369
KPP Advisory Services
Kentucky
$1.2M
TCWA
370
Turtle Creek Wealth Advisors
Texas
$1.19M
SWM
371
Silverlake Wealth Management
Vermont
$1.19M
TBC
372
Ted Buchan & Co
California
$1.19M
Natixis Advisors
373
Natixis Advisors
Massachusetts
$1.18M
TWM
374
Thryve Wealth Management
Texas
$1.18M
PWA
375
Perspective Wealth Advisors
Colorado
$1.18M