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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 hedge funds and large institutions have $11.9B 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, 281 increasing their positions, 258 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:

6.21% less ownership

Funds ownership: 77.24%71.03% (-6.2%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

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

Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
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
CFG
376
Citizens Financial Group
Rhode Island
$1.01M
JIC
377
Johnson Investment Counsel
Ohio
$991K
BP
378
Ballentine Partners
Massachusetts
$987K
Citigroup
379
Citigroup
New York
$976K
AFO
380
Allie Family Office
Florida
$970K
AWM
381
Axxcess Wealth Management
California
$966K
MA
382
MONECO Advisors
Connecticut
$962K
MAG
383
Mayfair Advisory Group
Alabama
$962K
NWMP
384
Noble Wealth Management PBC
Colorado
$946K
CFO
385
CVA Family Office
Colorado
$942K
WBG
386
Wharton Business Group
Pennsylvania
$920K
BCM
387
Brookstone Capital Management
Illinois
$919K
AIM
388
Anchor Investment Management
South Carolina
$913K
RBCM
389
Raub Brock Capital Management
California
$910K
CWM
390
Collaborative Wealth Management
Florida
$910K
LFAS
391
Level Four Advisory Services
Texas
$908K
TCWA
392
Turtle Creek Wealth Advisors
Texas
$901K
APWA
393
Atlas Private Wealth Advisors
New Jersey
$892K
SMC
394
Smith, Moore & Co
Missouri
$876K
ACA
395
Aptus Capital Advisors
Alabama
$876K
CT
396
Colonial Trust
South Carolina
$874K
CCM
397
Colorado Capital Management
Colorado
$869K
MPIA
398
Milestones Private Investment Advisors
New York
$867K
TPI
399
Trust Point Inc
Wisconsin
$863K
PCM
400
Parsons Capital Management
Rhode Island
$859K