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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 hedge funds and large institutions have $11.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 279 increasing their positions, 257 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
401
Integrated Wealth Concepts
Massachusetts
$822K
OFS
402
OneAscent Financial Services
Alabama
$807K
RFN
403
Redwood Financial Network
Ohio
$793K
FFL
404
Future Fund LLC
Illinois
$791K
CF
405
Centaurus Financial
California
$781K
MOS
406
MGO One Seven
Ohio
$777K
MT
407
Midwest Trust
Kansas
$775K
KCFA
408
Key Client Fiduciary Advisors
New Jersey
$771K
VA
409
Valmark Advisers
Ohio
$756K
AllianceBernstein
410
AllianceBernstein
Tennessee
$756K
FZCM
411
Flynn Zito Capital Management
New York
$753K
BFA
412
Beaumont Financial Advisors
Massachusetts
$741K
EAM
413
Empirical Asset Management
Massachusetts
$735K
NWMG
414
National Wealth Management Group
Ohio
$711K
KF
415
Krilogy Financial
Missouri
$704K
NP
416
NorthRock Partners
Minnesota
$700K
ACG
417
Allen Capital Group
Nebraska
$694K
WMA
418
Wealth Management Associates
New Jersey
$694K
CWM
419
Cornerstone Wealth Management
Missouri
$693K
BSTWA
420
Blake Schutter Theil Wealth Advisors
Ohio
$693K
SQA
421
Simon Quick Advisors
New Jersey
$691K
VF
422
Virtu Financial
New York
$688K
Koshinski Asset Management
423
Koshinski Asset Management
Illinois
$681K
OWA
424
Outlook Wealth Advisors
Texas
$674K
KWA
425
Kondo Wealth Advisors
California
$672K