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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VP
401
Verum Partners
North Carolina
$772K
FZCM
402
Flynn Zito Capital Management
New York
$763K
MAG
403
Mayfair Advisory Group
Alabama
$762K
FHA
404
First Horizon Advisors
Tennessee
$743K
FCI
405
Financial Counselors Inc
Kansas
$742K
CCG
406
Chatham Capital Group
Georgia
$731K
IFA
407
Interactive Financial Advisors
Illinois
$729K
IA
408
Inspire Advisors
Idaho
$728K
CAL
409
Capital Analysts LLC
Pennsylvania
$728K
RIM
410
Redwood Investment Management
Arizona
$727K
CGPCS
411
Capital Group Private Client Services
California
$726K
TPCW
412
TD Private Client Wealth
New York
$718K
RCA
413
Resonant Capital Advisors
Wisconsin
$714K
VA
414
Valmark Advisers
Ohio
$703K
SAG
415
SageView Advisory Group
California
$700K
HR
416
Hardy Reed
Mississippi
$696K
WGC
417
Watts Gwilliam & Co
Arizona
$687K
AllianceBernstein
418
AllianceBernstein
Tennessee
$678K
Koshinski Asset Management
419
Koshinski Asset Management
Illinois
$677K
KCFA
420
Key Client Fiduciary Advisors
New Jersey
$667K
BFA
421
Beaumont Financial Advisors
Massachusetts
$665K
ACG
422
Allen Capital Group
Nebraska
$653K
MLA
423
My Legacy Advisors
Oregon
$650K
KWA
424
Kondo Wealth Advisors
California
$646K
BSTWA
425
Blake Schutter Theil Wealth Advisors
Ohio
$641K