We are live on ! Find out more
DGRW icon

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
376
Strait & Sound Wealth Management
California
$1.06M
BP
377
Ballentine Partners
Massachusetts
$1.05M
AWM
378
Axxcess Wealth Management
California
$1.04M
GFP
379
Gryphon Financial Partners
Ohio
$1.02M
GT
380
Glenview Trust
Kentucky
$1.02M
FB
381
Fulton Bank
Pennsylvania
$1M
PCM
382
Parsons Capital Management
Rhode Island
$999K
IFG
383
Independent Financial Group
California
$997K
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$992K
AFW
385
Avantra Family Wealth
Pennsylvania
$972K
CCM
386
Colorado Capital Management
Colorado
$965K
MA
387
MONECO Advisors
Connecticut
$962K
AFO
388
Allie Family Office
Florida
$957K
ACM
389
Advance Capital Management
Michigan
$950K
RBCM
390
Raub Brock Capital Management
California
$941K
PWA
391
Perspective Wealth Advisors
Colorado
$933K
EW
392
Element Wealth
Mississippi
$932K
CFO
393
CVA Family Office
Colorado
$931K
FTUS
394
Flow Traders U.S.
New York
$930K
WS
395
Wedbush Securities
California
$924K
WBG
396
Wharton Business Group
Pennsylvania
$909K
M&T Bank
397
M&T Bank
New York
$908K
BC
398
Bulwark Capital
Florida
$907K
AIM
399
Anchor Investment Management
South Carolina
$902K
HP
400
Holistic Planning
Texas
$901K