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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
SQA
426
Simon Quick Advisors
New Jersey
$691K
VF
427
Virtu Financial
New York
$688K
Koshinski Asset Management
428
Koshinski Asset Management
Illinois
$681K
OWA
429
Outlook Wealth Advisors
Texas
$674K
KWA
430
Kondo Wealth Advisors
California
$672K
TWM
431
Thrive Wealth Management
Pennsylvania
$665K
ONB
432
Old National Bancorp
Indiana
$664K
Pathstone Holdings
433
Pathstone Holdings
New Jersey
$663K
SAG
434
SageView Advisory Group
California
$661K
NAS
435
NWF Advisory Services
California
$658K
KA
436
Klingman & Associates
New York
$654K
CAL
437
Capital Analysts LLC
Pennsylvania
$650K
EW
438
Element Wealth
Mississippi
$650K
SAI
439
Savvy Advisors Inc
New York
$648K
LNWWM
440
Laird Norton Wetherby Wealth Management
California
$641K
MA
441
Mutual Advisors
Nebraska
$640K
HP
442
Holistic Planning
Texas
$629K
BFO
443
Biltmore Family Office
North Carolina
$627K
RCAG
444
Rehmann Capital Advisory Group
Michigan
$624K
MBT
445
Montecito Bank & Trust
California
$616K
SFM
446
Signet Financial Management
New Jersey
$613K
GHA
447
GW Henssler & Associates
Georgia
$612K
RIL
448
Rothschild Investment LLC
Illinois
$608K
Fifth Third Bancorp
449
Fifth Third Bancorp
Ohio
$604K
LI
450
LRI Investments
Florida
$602K