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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 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, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
426
MGO One Seven
Ohio
$786K -$27.8K -306 -3%
SAI
427
Savvy Advisors Inc
New York
$786K +$144K +1,587 +22%
VA
428
Valmark Advisers
Ohio
$770K
FAL
429
Focused Alpha LLC
Colorado
$767K +$2K +22 +0.3%
GCM
430
Gambit Capital Management
Tennessee
$762K -$81.5K -896 -9%
AllianceBernstein
431
AllianceBernstein
Tennessee
$760K
AFP
432
ATX Financial Planning
Texas
$753K -$790K -8,687 -50%
NAS
433
NWF Advisory Services
California
$742K +$83.2K +915 +12%
MGIA
434
Moneta Group Investment Advisors
Missouri
$731K -$86.7K -954 -10%
Envestnet Portfolio Solutions
435
Envestnet Portfolio Solutions
Illinois
$731K -$8.02M -88,243 -91%
TCWA
436
Turtle Creek Wealth Advisors
Texas
$714K -$475K -5,219 -39%
Koshinski Asset Management
437
Koshinski Asset Management
Illinois
$713K +$42.6K +468 +6%
FZCM
438
Flynn Zito Capital Management
New York
$710K -$30.9K -340 -4%
MA
439
Mutual Advisors
Nebraska
$691K -$35.3K -388 -5%
UCB
440
United Community Bank
South Carolina
$689K -$4.55K -50 -0.6%
KF
441
Krilogy Financial
Missouri
$685K -$37.3K -410 -5%
BSTWA
442
Blake Schutter Theil Wealth Advisors
Ohio
$684K
SQA
443
Simon Quick Advisors
New Jersey
$682K
ACG
444
Allen Capital Group
Nebraska
$676K -$10K -110 -1%
WMA
445
Wealth Management Associates
New Jersey
$669K -$17.6K -194 -2%
IA
446
Insight Advisors
Pennsylvania
$668K -$15.2M -166,882 -96%
EAM
447
Empirical Asset Management
Massachusetts
$663K +$98K +1,078 +17%
TWM
448
Thrive Wealth Management
Pennsylvania
$653K -$16.3K -179 -2%
RCAG
449
Rehmann Capital Advisory Group
Michigan
$653K +$37.1K +408 +6%
FDDB
450
Fidelity D&D Bancorp
Pennsylvania
$647K +$669K +7,362 New