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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 hedge funds and large institutions have $11.9B 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, 282 increasing their positions, 257 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

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

Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
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
Koshinski Asset Management
426
Koshinski Asset Management
Illinois
$681K
OWA
427
Outlook Wealth Advisors
Texas
$674K
KWA
428
Kondo Wealth Advisors
California
$672K
TWM
429
Thrive Wealth Management
Pennsylvania
$665K
ONB
430
Old National Bancorp
Indiana
$664K
Pathstone Holdings
431
Pathstone Holdings
New Jersey
$663K
SAG
432
SageView Advisory Group
California
$661K
NAS
433
NWF Advisory Services
California
$658K
KA
434
Klingman & Associates
New York
$654K
CAL
435
Capital Analysts LLC
Pennsylvania
$650K
EW
436
Element Wealth
Mississippi
$650K
SAI
437
Savvy Advisors Inc
New York
$648K
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$641K
MA
439
Mutual Advisors
Nebraska
$640K
NRI
440
NFP Retirement Inc
California
$631K
HP
441
Holistic Planning
Texas
$629K
BFO
442
Biltmore Family Office
North Carolina
$627K
RCAG
443
Rehmann Capital Advisory Group
Michigan
$624K
MBT
444
Montecito Bank & Trust
California
$616K
SFM
445
Signet Financial Management
New Jersey
$613K
RIL
446
Rothschild Investment LLC
Illinois
$608K
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$604K
LI
448
LRI Investments
Florida
$602K
UCB
449
United Community Bank
South Carolina
$594K
Bank of New York Mellon
450
Bank of New York Mellon
New York
$585K