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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
426
MGO One Seven
Ohio
$786K
SAI
427
Savvy Advisors Inc
New York
$786K
VA
428
Valmark Advisers
Ohio
$770K
FAL
429
Focused Alpha LLC
Colorado
$767K
GCM
430
Gambit Capital Management
Tennessee
$762K
AllianceBernstein
431
AllianceBernstein
Tennessee
$760K
AFP
432
ATX Financial Planning
Texas
$753K
NAS
433
NWF Advisory Services
California
$742K
MGIA
434
Moneta Group Investment Advisors
Missouri
$731K
Envestnet Portfolio Solutions
435
Envestnet Portfolio Solutions
Illinois
$731K
TCWA
436
Turtle Creek Wealth Advisors
Texas
$714K
Koshinski Asset Management
437
Koshinski Asset Management
Illinois
$713K
FZCM
438
Flynn Zito Capital Management
New York
$710K
MA
439
Mutual Advisors
Nebraska
$691K
UCB
440
United Community Bank
South Carolina
$689K
KF
441
Krilogy Financial
Missouri
$685K
BSTWA
442
Blake Schutter Theil Wealth Advisors
Ohio
$684K
SQA
443
Simon Quick Advisors
New Jersey
$682K
ACG
444
Allen Capital Group
Nebraska
$676K
WMA
445
Wealth Management Associates
New Jersey
$669K
IA
446
Insight Advisors
Pennsylvania
$668K
EAM
447
Empirical Asset Management
Massachusetts
$663K
TWM
448
Thrive Wealth Management
Pennsylvania
$653K
RCAG
449
Rehmann Capital Advisory Group
Michigan
$653K
FDDB
450
Fidelity D&D Bancorp
Pennsylvania
$647K