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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
376
Beacon Financial Advisory
Ohio
$1.02M -$106K -1,220 -10%
SWA
377
Stratos Wealth Advisors
Ohio
$1.01M +$87.3K +1,006 +10%
CA
378
Claro Advisors
Massachusetts
$1.01M +$651K +7,507 +197%
CFG
379
Citizens Financial Group
Rhode Island
$1.01M -$67.1K -774 -6%
JIC
380
Johnson Investment Counsel
Ohio
$991K +$46.5K +536 +5%
BP
381
Ballentine Partners
Massachusetts
$987K +$963K +11,100 New
Citigroup
382
Citigroup
New York
$976K -$84.1K -970 -8%
AFO
383
Allie Family Office
Florida
$970K -$627K -7,229 -40%
AWM
384
Axxcess Wealth Management
California
$966K -$260 -3 -0%
MA
385
MONECO Advisors
Connecticut
$962K +$1.65K +19 +0.2%
MAG
386
Mayfair Advisory Group
Alabama
$962K +$18K +208 +2%
NWMP
387
Noble Wealth Management PBC
Colorado
$946K +$922K +10,635 New
CFO
388
CVA Family Office
Colorado
$942K +$434 +5 +0%
WBG
389
Wharton Business Group
Pennsylvania
$920K
BCM
390
Brookstone Capital Management
Illinois
$919K -$33K -381 -4%
AIM
391
Anchor Investment Management
South Carolina
$913K +$37.8K +436 +4%
RBCM
392
Raub Brock Capital Management
California
$910K +$186K +2,142 +26%
CWM
393
Collaborative Wealth Management
Florida
$910K -$16.9K -195 -2%
LFAS
394
Level Four Advisory Services
Texas
$908K -$106K -1,219 -11%
TCWA
395
Turtle Creek Wealth Advisors
Texas
$901K +$878K +10,126 New
APWA
396
Atlas Private Wealth Advisors
New Jersey
$892K -$839K -9,676 -49%
SMC
397
Smith, Moore & Co
Missouri
$876K -$4.02M -46,304 -82%
ACA
398
Aptus Capital Advisors
Alabama
$876K +$376K +4,331 +79%
CT
399
Colonial Trust
South Carolina
$874K
CCM
400
Colorado Capital Management
Colorado
$869K