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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
KAS
401
KPP Advisory Services
Kentucky
$893K -$291K -3,200 -24%
LFAS
402
Level Four Advisory Services
Texas
$881K -$27.1K -298 -3%
GG
403
Greenwood Gearhart
Arkansas
$879K -$32.2K -354 -3%
MAG
404
Mayfair Advisory Group
Alabama
$879K -$43.5K -478 -5%
APWA
405
Atlas Private Wealth Advisors
New Jersey
$877K +$2K +22 +0.2%
CT
406
Colonial Trust
South Carolina
$863K
TPI
407
Trust Point Inc
Wisconsin
$852K
JIC
408
Johnson Investment Counsel
Ohio
$850K +$273 +3 +0%
NWMP
409
Noble Wealth Management PBC
Colorado
$846K -$44.8K -493 -5%
BFA
410
Beacon Financial Advisory
Ohio
$845K -$62.8K -691 -7%
OFS
411
OneAscent Financial Services
Alabama
$842K +$32.8K +361 +4%
SFC
412
Strategic Financial Concepts
Texas
$837K -$991K -10,897 -53%
NWA
413
New World Advisors
Massachusetts
$834K +$261K +2,865 +43%
TWC
414
TD Waterhouse Canada
Ontario, Canada
$827K -$248K -2,729 -23%
IASG
415
Investment Advisory Services Group
Florida
$817K -$2.72M -29,905 -76%
HWM
416
Horizon Wealth Management
Illinois
$816K +$1.82K +20 +0.2%
SOS
417
Silver Oak Securities
Tennessee
$816K +$285K +3,132 +51%
RIM
418
Redwood Investment Management
Arizona
$816K +$227K +2,500 +37%
AIM
419
Archer Investment Management
Texas
$811K -$2.49M -27,360 -75%
FHC
420
First Horizon Corporation
Tennessee
$810K
MT
421
Midwest Trust
Kansas
$807K +$91 +1 +0%
CWM
422
Cornerstone Wealth Management
Missouri
$806K -$54.5K -599 -6%
CF
423
Centaurus Financial
California
$800K -$1.18K -13 -0.1%
NRI
424
NFP Retirement Inc
California
$789K -$9.09K -100 -1%
KCFA
425
Key Client Fiduciary Advisors
New Jersey
$788K +$10.8K +119 +1%