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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B 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, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
CA
376
Claro Advisors
Massachusetts
$1.01M
CFG
377
Citizens Financial Group
Rhode Island
$1.01M
JIC
378
Johnson Investment Counsel
Ohio
$991K
BP
379
Ballentine Partners
Massachusetts
$987K
Citigroup
380
Citigroup
New York
$976K
AFO
381
Allie Family Office
Florida
$970K
AWM
382
Axxcess Wealth Management
California
$966K
MA
383
MONECO Advisors
Connecticut
$962K
MAG
384
Mayfair Advisory Group
Alabama
$962K
NWMP
385
Noble Wealth Management PBC
Colorado
$946K
CFO
386
CVA Family Office
Colorado
$942K
WBG
387
Wharton Business Group
Pennsylvania
$920K
BCM
388
Brookstone Capital Management
Illinois
$919K
AIM
389
Anchor Investment Management
South Carolina
$913K
RBCM
390
Raub Brock Capital Management
California
$910K
CWM
391
Collaborative Wealth Management
Florida
$910K
LFAS
392
Level Four Advisory Services
Texas
$908K
TCWA
393
Turtle Creek Wealth Advisors
Texas
$901K
APWA
394
Atlas Private Wealth Advisors
New Jersey
$892K
SMC
395
Smith, Moore & Co
Missouri
$876K
ACA
396
Aptus Capital Advisors
Alabama
$876K
CT
397
Colonial Trust
South Carolina
$874K
CCM
398
Colorado Capital Management
Colorado
$869K
MPIA
399
Milestones Private Investment Advisors
New York
$867K
TPI
400
Trust Point Inc
Wisconsin
$863K