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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

767 hedge funds and large institutions have $12.5B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 281 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
BC
401
Bulwark Capital
Florida
$981K
AFO
402
Allie Family Office
Florida
$975K
MA
403
MONECO Advisors
Connecticut
$969K
CFO
404
CVA Family Office
Colorado
$948K
MAG
405
Mayfair Advisory Group
Alabama
$941K
WS
406
Wedbush Securities
California
$934K
GG
407
Greenwood Gearhart
Arkansas
$927K
WBG
408
Wharton Business Group
Pennsylvania
$925K
M&T Bank
409
M&T Bank
New York
$925K
LFAS
410
Level Four Advisory Services
Texas
$923K
BFA
411
Beacon Financial Advisory
Ohio
$923K
AIM
412
Anchor Investment Management
South Carolina
$918K
RBCM
413
Raub Brock Capital Management
California
$915K
NWMP
414
Noble Wealth Management PBC
Colorado
$905K
YIH
415
Y-Intercept (HK)
Hong Kong
$896K
APWA
416
Atlas Private Wealth Advisors
New Jersey
$891K
PCM
417
Parsons Capital Management
Rhode Island
$890K
CT
418
Colonial Trust
South Carolina
$879K
EW
419
Element Wealth
Mississippi
$879K
CCM
420
Colorado Capital Management
Colorado
$874K
CWM
421
Cornerstone Wealth Management
Missouri
$874K
ICP
422
Impact Capital Partners
Colorado
$867K
TPI
423
Trust Point Inc
Wisconsin
$867K
HP
424
Holistic Planning
Texas
$866K
JIC
425
Johnson Investment Counsel
Ohio
$865K