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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 268 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
401
Level Four Advisory Services
Texas
$881K
GG
402
Greenwood Gearhart
Arkansas
$879K
MAG
403
Mayfair Advisory Group
Alabama
$879K
APWA
404
Atlas Private Wealth Advisors
New Jersey
$877K
CT
405
Colonial Trust
South Carolina
$863K
TPI
406
Trust Point Inc
Wisconsin
$852K
JIC
407
Johnson Investment Counsel
Ohio
$850K
NWMP
408
Noble Wealth Management PBC
Colorado
$846K
BFA
409
Beacon Financial Advisory
Ohio
$845K
OFS
410
OneAscent Financial Services
Alabama
$842K
SFC
411
Strategic Financial Concepts
Texas
$837K
NWA
412
New World Advisors
Massachusetts
$834K
TWC
413
TD Waterhouse Canada
Ontario, Canada
$827K
IASG
414
Investment Advisory Services Group
Florida
$817K
HWM
415
Horizon Wealth Management
Illinois
$816K
SOS
416
Silver Oak Securities
Tennessee
$816K
RIM
417
Redwood Investment Management
Arizona
$816K
AIM
418
Archer Investment Management
Texas
$811K
FHC
419
First Horizon Corporation
Tennessee
$810K
MT
420
Midwest Trust
Kansas
$807K
CWM
421
Cornerstone Wealth Management
Missouri
$806K
CF
422
Centaurus Financial
California
$800K
NRI
423
NFP Retirement Inc
California
$789K
KCFA
424
Key Client Fiduciary Advisors
New Jersey
$788K
MOS
425
MGO One Seven
Ohio
$786K