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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
351
Beacon Pointe Advisors
California
$1.27M
OWA
352
OakTrust Wealth Advisors
Connecticut
$1.26M
ST
353
Smithfield Trust
Pennsylvania
$1.25M
FCFC
354
First Commonwealth Financial Corp
Pennsylvania
$1.25M
AA
355
Armis Advisers
Georgia
$1.24M
BCA
356
Bay Colony Advisors
Massachusetts
$1.23M
TTWM
357
TCV Trust & Wealth Management
Virginia
$1.22M
Bank of Montreal
358
Bank of Montreal
Ontario, Canada
$1.22M
RWM
359
RKL Wealth Management
Pennsylvania
$1.22M
WDL
360
Well Done LLC
Michigan
$1.17M
MCC
361
Money Concepts Capital
Florida
$1.16M
SSWM
362
Sheets Smith Wealth Management
North Carolina
$1.15M
FFA
363
Florida Financial Advisors
Florida
$1.14M
MWA
364
Muirfield Wealth Advisors
North Carolina
$1.14M
RSWM
365
Robertson Stephens Wealth Management
California
$1.14M
HBS
366
Howard Bailey Securities
Indiana
$1.13M
UPS
367
UHLMANN PRICE SECURITIES
Illinois
$1.13M
SWM
368
Silverlake Wealth Management
Vermont
$1.11M
PWM
369
Peck Wealth Management
New York
$1.11M
TBC
370
Ted Buchan & Co
California
$1.1M
PTC
371
Private Trust Company
Ohio
$1.1M
CFG
372
Citizens Financial Group
Rhode Island
$1.09M
IWC
373
Integrated Wealth Concepts
Massachusetts
$1.09M
KHCM
374
Kirtland Hills Capital Management
Ohio
$1.08M
SWA
375
Stratos Wealth Advisors
Ohio
$1.07M