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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

726 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 59 funds opening new positions, 306 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
83
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
CCM
401
Colorado Capital Management
Colorado
$818K
MPIA
402
Milestones Private Investment Advisors
New York
$816K
TPCW
403
TD Private Client Wealth
New York
$812K
TPI
404
Trust Point Inc
Wisconsin
$812K
IWC
405
Integrated Wealth Concepts
Massachusetts
$811K
MT
406
Midwest Trust
Kansas
$780K
FHA
407
First Horizon Advisors
Tennessee
$779K
CGPCS
408
Capital Group Private Client Services
California
$761K
IFA
409
Interactive Financial Advisors
Illinois
$760K
FFL
410
Future Fund LLC
Illinois
$745K
KCFA
411
Key Client Fiduciary Advisors
New Jersey
$730K
HR
412
Hardy Reed
Mississippi
$730K
FZCM
413
Flynn Zito Capital Management
New York
$714K
JWCA
414
J.W. Coons Advisors
Ohio
$711K
AllianceBernstein
415
AllianceBernstein
Tennessee
$711K
OFS
416
OneAscent Financial Services
Alabama
$705K
BFA
417
Beaumont Financial Advisors
Massachusetts
$697K
SXL
418
Summit X LLC
Missouri
$695K
EGM
419
Engineers Gate Manager
New York
$694K
CF
420
Centaurus Financial
California
$693K
Koshinski Asset Management
421
Koshinski Asset Management
Illinois
$691K
VA
422
Valmark Advisers
Ohio
$687K
KWA
423
Kondo Wealth Advisors
California
$684K
NP
424
NorthRock Partners
Minnesota
$681K
RBCM
425
Raub Brock Capital Management
California
$677K