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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 hedge funds and large institutions have $11.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 279 increasing their positions, 257 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

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

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
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
TWM
426
Thrive Wealth Management
Pennsylvania
$665K
ONB
427
Old National Bancorp
Indiana
$664K
Pathstone Holdings
428
Pathstone Holdings
New Jersey
$663K
SAG
429
SageView Advisory Group
California
$661K
NAS
430
NWF Advisory Services
California
$658K
KA
431
Klingman & Associates
New York
$654K
CAL
432
Capital Analysts LLC
Pennsylvania
$650K
EW
433
Element Wealth
Mississippi
$650K
SAI
434
Savvy Advisors Inc
New York
$648K
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$641K
MA
436
Mutual Advisors
Nebraska
$640K
NRI
437
NFP Retirement Inc
California
$631K
HP
438
Holistic Planning
Texas
$629K
BFO
439
Biltmore Family Office
North Carolina
$627K
RCAG
440
Rehmann Capital Advisory Group
Michigan
$624K
MBT
441
Montecito Bank & Trust
California
$616K
SFM
442
Signet Financial Management
New Jersey
$613K
RIL
443
Rothschild Investment LLC
Illinois
$608K
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$604K
LI
445
LRI Investments
Florida
$602K
UCB
446
United Community Bank
South Carolina
$594K
Bank of New York Mellon
447
Bank of New York Mellon
New York
$585K
NWA
448
New World Advisors
Massachusetts
$584K
MBI
449
May Barnhard Investments
Maryland
$579K
HSA
450
HBK Sorce Advisory
Pennsylvania
$575K