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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 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, 268 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
SAI
426
Savvy Advisors Inc
New York
$786K
VA
427
Valmark Advisers
Ohio
$770K
FAL
428
Focused Alpha LLC
Colorado
$767K
GCM
429
Gambit Capital Management
Tennessee
$762K
AllianceBernstein
430
AllianceBernstein
Tennessee
$760K
AFP
431
ATX Financial Planning
Texas
$753K
NAS
432
NWF Advisory Services
California
$742K
MGIA
433
Moneta Group Investment Advisors
Missouri
$731K
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$731K
TCWA
435
Turtle Creek Wealth Advisors
Texas
$714K
Koshinski Asset Management
436
Koshinski Asset Management
Illinois
$713K
FZCM
437
Flynn Zito Capital Management
New York
$710K
MA
438
Mutual Advisors
Nebraska
$691K
UCB
439
United Community Bank
South Carolina
$689K
KF
440
Krilogy Financial
Missouri
$685K
BSTWA
441
Blake Schutter Theil Wealth Advisors
Ohio
$684K
SQA
442
Simon Quick Advisors
New Jersey
$682K
ACG
443
Allen Capital Group
Nebraska
$676K
WMA
444
Wealth Management Associates
New Jersey
$669K
IA
445
Insight Advisors
Pennsylvania
$668K
EAM
446
Empirical Asset Management
Massachusetts
$663K
TWM
447
Thrive Wealth Management
Pennsylvania
$653K
RCAG
448
Rehmann Capital Advisory Group
Michigan
$653K
FDDB
449
Fidelity D&D Bancorp
Pennsylvania
$647K
HSA
450
HBK Sorce Advisory
Pennsylvania
$640K