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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

767 hedge funds and large institutions have $12.5B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 281 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Peck Wealth Management
New York
$1.18M
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$1.17M
MWA
378
Muirfield Wealth Advisors
North Carolina
$1.16M
AA
379
Armis Advisers
Georgia
$1.16M
BCI
380
Brinker Capital Investments
Pennsylvania
$1.16M
RSWM
381
Robertson Stephens Wealth Management
California
$1.16M
HBS
382
Howard Bailey Securities
Indiana
$1.15M
UPS
383
UHLMANN PRICE SECURITIES
Illinois
$1.14M
GFP
384
Gryphon Financial Partners
Ohio
$1.13M
OP
385
ORG Partners
Indiana
$1.11M
MCC
386
Money Concepts Capital
Florida
$1.1M
FB
387
Fulton Bank
Pennsylvania
$1.1M
TWC
388
TD Waterhouse Canada
Ontario, Canada
$1.08M
SSWM
389
Strait & Sound Wealth Management
California
$1.08M
AFW
390
Avantra Family Wealth
Pennsylvania
$1.08M
AWM
391
Axxcess Wealth Management
California
$1.07M
FFA
392
Florida Financial Advisors
Florida
$1.04M
GT
393
Glenview Trust
Kentucky
$1.04M
IFG
394
Independent Financial Group
California
$1.03M
BlackRock
395
BlackRock
New York
$1.03M
SWA
396
Stratos Wealth Advisors
Ohio
$1.03M
GIA
397
Gladstone Institutional Advisory
Florida
$1.01M
National Bank of Canada
398
National Bank of Canada
Quebec, Canada
$995K
BP
399
Ballentine Partners
Massachusetts
$993K
ACM
400
Advance Capital Management
Michigan
$991K