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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 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, 268 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
OWA
351
OakTrust Wealth Advisors
Connecticut
$1.26M
ST
352
Smithfield Trust
Pennsylvania
$1.25M
FCFC
353
First Commonwealth Financial Corp
Pennsylvania
$1.25M
AA
354
Armis Advisers
Georgia
$1.24M
BCA
355
Bay Colony Advisors
Massachusetts
$1.23M
TTWM
356
TCV Trust & Wealth Management
Virginia
$1.22M
Bank of Montreal
357
Bank of Montreal
Ontario, Canada
$1.22M
RWM
358
RKL Wealth Management
Pennsylvania
$1.22M
WDL
359
Well Done LLC
Michigan
$1.17M
MCC
360
Money Concepts Capital
Florida
$1.16M
SSWM
361
Sheets Smith Wealth Management
North Carolina
$1.15M
FFA
362
Florida Financial Advisors
Florida
$1.14M
MWA
363
Muirfield Wealth Advisors
North Carolina
$1.14M
RSWM
364
Robertson Stephens Wealth Management
California
$1.14M
HBS
365
Howard Bailey Securities
Indiana
$1.13M
UPS
366
UHLMANN PRICE SECURITIES
Illinois
$1.13M
SWM
367
Silverlake Wealth Management
Vermont
$1.11M
PWM
368
Peck Wealth Management
New York
$1.11M
TBC
369
Ted Buchan & Co
California
$1.1M
PTC
370
Private Trust Company
Ohio
$1.1M
CFG
371
Citizens Financial Group
Rhode Island
$1.09M
IWC
372
Integrated Wealth Concepts
Massachusetts
$1.09M
KHCM
373
Kirtland Hills Capital Management
Ohio
$1.08M
SWA
374
Stratos Wealth Advisors
Ohio
$1.07M
SSWM
375
Strait & Sound Wealth Management
California
$1.06M