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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

726 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 306 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
83
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
BSTWA
426
Blake Schutter Theil Wealth Advisors
Ohio
$672K
SAG
427
SageView Advisory Group
California
$670K
OWA
428
Outlook Wealth Advisors
Texas
$670K
WS
429
Wedbush Securities
California
$667K
ACG
430
Allen Capital Group
Nebraska
$657K
CWM
431
Congress Wealth Management
Massachusetts
$655K
SQA
432
Simon Quick Advisors
New Jersey
$650K
MLA
433
My Legacy Advisors
Oregon
$649K
TRCT
434
Tower Research Capital (TRC)
New York
$649K
WMA
435
Wealth Management Associates
New Jersey
$647K
EAM
436
Empirical Asset Management
Massachusetts
$634K
NRI
437
NFP Retirement Inc
California
$631K
CFD
438
Creative Financial Designs
Indiana
$631K
ONB
439
Old National Bancorp
Indiana
$625K
SAI
440
Savvy Advisors Inc
New York
$623K
MA
441
Mutual Advisors
Nebraska
$622K
KA
442
Klingman & Associates
New York
$616K
PP
443
PDS Planning
Ohio
$615K
Pathstone Holdings
444
Pathstone Holdings
New Jersey
$613K
CAL
445
Capital Analysts LLC
Pennsylvania
$610K
BJL
446
Brighton Jones LLC
Washington
$608K
CWM
447
Cornerstone Wealth Management
Missouri
$605K
MWM
448
Meridian Wealth Management
Kentucky
$601K
JSW
449
Journey Strategic Wealth
New Jersey
$596K
BFO
450
Biltmore Family Office
North Carolina
$590K