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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
401
Milestones Private Investment Advisors
New York
$867K +$954 +11 +0.1%
TPI
402
Trust Point Inc
Wisconsin
$863K
PCM
403
Parsons Capital Management
Rhode Island
$859K -$95K -1,095 -10%
WS
404
Wedbush Securities
California
$856K +$144K +1,662 +21%
FHC
405
First Horizon Corporation
Tennessee
$827K +$807K +9,299 New
MGIA
406
Moneta Group Investment Advisors
Missouri
$825K +$571K +6,588 +245%
IWC
407
Integrated Wealth Concepts
Massachusetts
$822K -$38.7K -446 -5%
OFS
408
OneAscent Financial Services
Alabama
$807K +$55.9K +644 +8%
RFN
409
Redwood Financial Network
Ohio
$793K -$323K -3,727 -29%
FFL
410
Future Fund LLC
Illinois
$791K
CF
411
Centaurus Financial
California
$781K +$43.1K +497 +6%
MOS
412
MGO One Seven
Ohio
$777K +$350K +4,037 +86%
MT
413
Midwest Trust
Kansas
$775K -$52.2K -602 -6%
KCFA
414
Key Client Fiduciary Advisors
New Jersey
$771K -$4.86K -56 -0.6%
VA
415
Valmark Advisers
Ohio
$756K +$26.2K +302 +4%
NRI
416
NFP Retirement Inc
California
$756K +$82.9K +956 +13%
AllianceBernstein
417
AllianceBernstein
Tennessee
$756K
FZCM
418
Flynn Zito Capital Management
New York
$753K -$5.9K -68 -0.8%
BFA
419
Beaumont Financial Advisors
Massachusetts
$741K
EAM
420
Empirical Asset Management
Massachusetts
$735K +$60.2K +694 +9%
NWMG
421
National Wealth Management Group
Ohio
$711K +$85K +980 +14%
KF
422
Krilogy Financial
Missouri
$704K +$690K +7,951 New
NP
423
NorthRock Partners
Minnesota
$700K -$22.6K -260 -3%
ACG
424
Allen Capital Group
Nebraska
$694K -$3.47K -40 -0.5%
WMA
425
Wealth Management Associates
New Jersey
$694K +$6.5K +75 +1%