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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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
376
Strait & Sound Wealth Management
California
$1.06M +$4.73K +52 +0.4%
BP
377
Ballentine Partners
Massachusetts
$1.05M +$76.9K +846 +8%
AWM
378
Axxcess Wealth Management
California
$1.04M -$15.1K -166 -1%
GFP
379
Gryphon Financial Partners
Ohio
$1.02M -$97.7K -1,075 -9%
GT
380
Glenview Trust
Kentucky
$1.02M -$6.18K -68 -0.6%
FB
381
Fulton Bank
Pennsylvania
$1M -$76K -836 -7%
PCM
382
Parsons Capital Management
Rhode Island
$999K +$130K +1,428 +14%
IFG
383
Independent Financial Group
California
$997K -$20.4K -224 -2%
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$992K +$13.7K +151 +1%
AFW
385
Avantra Family Wealth
Pennsylvania
$972K -$88.8K -977 -8%
CCM
386
Colorado Capital Management
Colorado
$965K +$111K +1,223 +13%
MA
387
MONECO Advisors
Connecticut
$962K +$10K +110 +1%
AFO
388
Allie Family Office
Florida
$957K
ACM
389
Advance Capital Management
Michigan
$950K -$24.3K -267 -2%
RBCM
390
Raub Brock Capital Management
California
$941K +$44.1K +485 +5%
PWA
391
Perspective Wealth Advisors
Colorado
$933K -$235K -2,582 -20%
EW
392
Element Wealth
Mississippi
$932K +$71.9K +791 +8%
CFO
393
CVA Family Office
Colorado
$931K +$273 +3 +0%
FTUS
394
Flow Traders U.S.
New York
$930K -$836K -9,195 -46%
WS
395
Wedbush Securities
California
$924K +$7.73K +85 +0.8%
WBG
396
Wharton Business Group
Pennsylvania
$909K
M&T Bank
397
M&T Bank
New York
$908K
BC
398
Bulwark Capital
Florida
$907K -$58.3K -641 -6%
AIM
399
Anchor Investment Management
South Carolina
$902K +$91 +1 +0%
HP
400
Holistic Planning
Texas
$901K +$52.7K +580 +6%