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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Cornerstone Wealth Management
Missouri
$693K +$48.8K +563 +8%
BSTWA
427
Blake Schutter Theil Wealth Advisors
Ohio
$693K -$20.4K -235 -3%
SQA
428
Simon Quick Advisors
New Jersey
$691K
VF
429
Virtu Financial
New York
$688K +$454K +5,238 +210%
Koshinski Asset Management
430
Koshinski Asset Management
Illinois
$681K -$50.9K -587 -7%
OWA
431
Outlook Wealth Advisors
Texas
$674K -$36.3K -419 -5%
KWA
432
Kondo Wealth Advisors
California
$672K -$47.5K -548 -7%
TWM
433
Thrive Wealth Management
Pennsylvania
$665K +$51.3K +591 +9%
ONB
434
Old National Bancorp
Indiana
$664K
Pathstone Holdings
435
Pathstone Holdings
New Jersey
$663K +$11.9K +137 +2%
SAG
436
SageView Advisory Group
California
$661K -$30.4K -350 -4%
NAS
437
NWF Advisory Services
California
$658K +$129K +1,492 +25%
KA
438
Klingman & Associates
New York
$654K
CAL
439
Capital Analysts LLC
Pennsylvania
$650K +$1.13K +13 +0.2%
EW
440
Element Wealth
Mississippi
$650K +$196K +2,258 +45%
SAI
441
Savvy Advisors Inc
New York
$648K -$13.8K -159 -2%
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$641K +$88.8K +1,024 +17%
MA
443
Mutual Advisors
Nebraska
$640K -$5.12K -59 -0.8%
HP
444
Holistic Planning
Texas
$629K +$29.1K +335 +5%
BFO
445
Biltmore Family Office
North Carolina
$627K
RCAG
446
Rehmann Capital Advisory Group
Michigan
$624K +$867 +10 +0.1%
MBT
447
Montecito Bank & Trust
California
$616K +$600K +6,921 New
SFM
448
Signet Financial Management
New Jersey
$613K +$2.43K +28 +0.4%
GHA
449
GW Henssler & Associates
Georgia
$612K -$2.25K -26 -0.4%
RIL
450
Rothschild Investment LLC
Illinois
$608K +$17.6K +203 +3%