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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
719
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
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Parsons Capital Management
Rhode Island
$859K
WS
402
Wedbush Securities
California
$856K
FHC
403
First Horizon Corporation
Tennessee
$827K
MGIA
404
Moneta Group Investment Advisors
Missouri
$825K
IWC
405
Integrated Wealth Concepts
Massachusetts
$822K
OFS
406
OneAscent Financial Services
Alabama
$807K
RFN
407
Redwood Financial Network
Ohio
$793K
FFL
408
Future Fund LLC
Illinois
$791K
CF
409
Centaurus Financial
California
$781K
MOS
410
MGO One Seven
Ohio
$777K
MT
411
Midwest Trust
Kansas
$775K
KCFA
412
Key Client Fiduciary Advisors
New Jersey
$771K
VA
413
Valmark Advisers
Ohio
$756K
NRI
414
NFP Retirement Inc
California
$756K
AllianceBernstein
415
AllianceBernstein
Tennessee
$756K
FZCM
416
Flynn Zito Capital Management
New York
$753K
BFA
417
Beaumont Financial Advisors
Massachusetts
$741K
EAM
418
Empirical Asset Management
Massachusetts
$735K
NWMG
419
National Wealth Management Group
Ohio
$711K
KF
420
Krilogy Financial
Missouri
$704K
NP
421
NorthRock Partners
Minnesota
$700K
ACG
422
Allen Capital Group
Nebraska
$694K
WMA
423
Wealth Management Associates
New Jersey
$694K
CWM
424
Cornerstone Wealth Management
Missouri
$693K
BSTWA
425
Blake Schutter Theil Wealth Advisors
Ohio
$693K