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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

718 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+7
Holders Change %
+0.98%
% of All Funds
9.63%
Holding in Top 10
81
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.9%
% of All Funds
1.09%
New
57
Increased
303
Reduced
227
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPI
401
Trust Point Inc
Wisconsin
$812K
IWC
402
Integrated Wealth Concepts
Massachusetts
$811K +$185K +2,208 +30%
MT
403
Midwest Trust
Kansas
$780K +$780K +9,312 New
FHA
404
First Horizon Advisors
Tennessee
$779K
CGPCS
405
Capital Group Private Client Services
California
$761K
IFA
406
Interactive Financial Advisors
Illinois
$760K -$3.85K -46 -0.5%
FFL
407
Future Fund LLC
Illinois
$745K +$745K +8,891 New
KCFA
408
Key Client Fiduciary Advisors
New Jersey
$730K +$31K +370 +4%
HR
409
Hardy Reed
Mississippi
$730K
FZCM
410
Flynn Zito Capital Management
New York
$714K -$85.8K -1,025 -11%
JWCA
411
J.W. Coons Advisors
Ohio
$711K +$67K +800 +10%
AllianceBernstein
412
AllianceBernstein
Tennessee
$711K
OFS
413
OneAscent Financial Services
Alabama
$705K -$299K -3,576 -30%
BFA
414
Beaumont Financial Advisors
Massachusetts
$697K
SXL
415
Summit X LLC
Missouri
$695K +$348K +4,150 +100%
EGM
416
Engineers Gate Manager
New York
$694K +$446K +5,331 +180%
CF
417
Centaurus Financial
California
$693K +$545K +6,517 +370%
Koshinski Asset Management
418
Koshinski Asset Management
Illinois
$691K -$18.9K -226 -3%
VA
419
Valmark Advisers
Ohio
$687K -$50.6K -604 -7%
KWA
420
Kondo Wealth Advisors
California
$684K +$1.35K +16 +0.2%
NP
421
NorthRock Partners
Minnesota
$681K +$94.6K +1,130 +16%
RBCM
422
Raub Brock Capital Management
California
$677K +$677K +8,085 New
BSTWA
423
Blake Schutter Theil Wealth Advisors
Ohio
$672K
SAG
424
SageView Advisory Group
California
$670K -$84.3K -979 -11%
OWA
425
Outlook Wealth Advisors
Texas
$670K