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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
426
Biltmore Family Office
North Carolina
$639K
OWA
427
Outlook Wealth Advisors
Texas
$638K
GCM
428
Gallacher Capital Management
Colorado
$637K
D.E. Shaw & Co
429
D.E. Shaw & Co
New York
$631K
WS
430
Wedbush Securities
California
$626K
SQA
431
Simon Quick Advisors
New Jersey
$620K
CFD
432
Creative Financial Designs
Indiana
$619K
JWCA
433
J.W. Coons Advisors
Ohio
$615K
JSW
434
Journey Strategic Wealth
New Jersey
$609K
WMA
435
Wealth Management Associates
New Jersey
$605K
RIL
436
Rothschild Investment LLC
Illinois
$603K
MWM
437
Meridian Wealth Management
Kentucky
$602K
SFM
438
Signet Financial Management
New Jersey
$599K
IWC
439
Integrated Wealth Concepts
Massachusetts
$597K
KA
440
Klingman & Associates
New York
$587K
PP
441
PDS Planning
Ohio
$586K
SC
442
Scotia Capital
Ontario, Canada
$581K
BJL
443
Brighton Jones LLC
Washington
$580K
AG
444
AmeriFlex Group
Nevada
$562K
NP
445
NorthRock Partners
Minnesota
$559K
GHA
446
GW Henssler & Associates
Georgia
$559K
MBT
447
Montecito Bank & Trust
California
$553K
EAM
448
Empirical Asset Management
Massachusetts
$553K
TWM
449
Thrive Wealth Management
Pennsylvania
$552K
CA
450
Claro Advisors
Massachusetts
$539K