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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
IFA
451
Interactive Financial Advisors
Illinois
$571K
WGC
452
Watts Gwilliam & Co
Arizona
$571K
IA
453
Intellus Advisors
Florida
$569K
TIAA Trust, National Association
454
TIAA Trust, National Association
North Carolina
$568K
DAM
455
Deltec Asset Management
New York
$560K
HR
456
Hardy Reed
Mississippi
$559K
CA
457
Clearstead Advisors
Ohio
$551K
MWM
458
Meridian Wealth Management
Kentucky
$551K
JSW
459
Journey Strategic Wealth
New Jersey
$548K
AWA
460
Alta Wealth Advisors
Massachusetts
$540K
AWCI
461
Alpine Woods Capital Investors
New York
$534K
SAM
462
Silvercrest Asset Management
New York
$531K
SG
463
StoneX Group
New York
$529K
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$528K
AF
465
Apollon Financial
South Carolina
$525K
CAM
466
Covenant Asset Management
New Jersey
$518K
CWM
467
Cordatus Wealth Management
Pennsylvania
$518K
MAM
468
MWA Asset Management
Massachusetts
$518K
DA
469
Detalus Advisors
Missouri
$515K
V
470
VeraBank
Texas
$508K
IF
471
IRON Financial
Illinois
$505K
TWC
472
TD Waterhouse Canada
Ontario, Canada
$498K
FFWM
473
Future Financial Wealth Management
Ohio
$497K
TC
474
Trilogy Capital
California
$497K
FCIM
475
Fairview Capital Investment Management
California
$495K