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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 increasing their positions, 257 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
BP
376
Ballentine Partners
Massachusetts
$987K
Citigroup
377
Citigroup
New York
$976K
AFO
378
Allie Family Office
Florida
$970K
AWM
379
Axxcess Wealth Management
California
$966K
MA
380
MONECO Advisors
Connecticut
$962K
MAG
381
Mayfair Advisory Group
Alabama
$962K
CFO
382
CVA Family Office
Colorado
$942K
WBG
383
Wharton Business Group
Pennsylvania
$920K
BCM
384
Brookstone Capital Management
Illinois
$919K
AIM
385
Anchor Investment Management
South Carolina
$913K
RBCM
386
Raub Brock Capital Management
California
$910K
CWM
387
Collaborative Wealth Management
Florida
$910K
LFAS
388
Level Four Advisory Services
Texas
$908K
TCWA
389
Turtle Creek Wealth Advisors
Texas
$901K
APWA
390
Atlas Private Wealth Advisors
New Jersey
$892K
SMC
391
Smith, Moore & Co
Missouri
$876K
ACA
392
Aptus Capital Advisors
Alabama
$876K
CT
393
Colonial Trust
South Carolina
$874K
CCM
394
Colorado Capital Management
Colorado
$869K
MPIA
395
Milestones Private Investment Advisors
New York
$867K
TPI
396
Trust Point Inc
Wisconsin
$863K
PCM
397
Parsons Capital Management
Rhode Island
$859K
WS
398
Wedbush Securities
California
$856K
FHC
399
First Horizon Corporation
Tennessee
$827K
MGIA
400
Moneta Group Investment Advisors
Missouri
$825K