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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

749 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
LFAS
401
Level Four Advisory Services
Texas
$923K
BFA
402
Beacon Financial Advisory
Ohio
$923K
AIM
403
Anchor Investment Management
South Carolina
$918K
RBCM
404
Raub Brock Capital Management
California
$915K
NWMP
405
Noble Wealth Management PBC
Colorado
$905K
YIH
406
Y-Intercept (HK)
Hong Kong
$896K
APWA
407
Atlas Private Wealth Advisors
New Jersey
$891K
PCM
408
Parsons Capital Management
Rhode Island
$890K
CT
409
Colonial Trust
South Carolina
$879K
EW
410
Element Wealth
Mississippi
$879K
CCM
411
Colorado Capital Management
Colorado
$874K
CWM
412
Cornerstone Wealth Management
Missouri
$874K
ICP
413
Impact Capital Partners
Colorado
$867K
TPI
414
Trust Point Inc
Wisconsin
$867K
HP
415
Holistic Planning
Texas
$866K
JIC
416
Johnson Investment Counsel
Ohio
$865K
GCM
417
Gambit Capital Management
Tennessee
$856K
MGIA
418
Moneta Group Investment Advisors
Missouri
$830K
HWM
419
Horizon Wealth Management
Illinois
$829K
MPIA
420
Milestones Private Investment Advisors
New York
$828K
MOS
421
MGO One Seven
Ohio
$827K
OFS
422
OneAscent Financial Services
Alabama
$825K
FHC
423
First Horizon Corporation
Tennessee
$825K
MT
424
Midwest Trust
Kansas
$822K
CF
425
Centaurus Financial
California
$816K