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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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
451
HBK Sorce Advisory
Pennsylvania
$640K +$22.3K +245 +4%
ONB
452
Old National Bancorp
Indiana
$639K -$68.9K -758 -9%
GIA
453
Gladstone Institutional Advisory
Florida
$635K -$369K -4,057 -36%
RFW
454
Redwood Family Wealth
Texas
$628K -$31K -341 -5%
TFS
455
truNorth Financial Services
Pennsylvania
$623K
OWA
456
Outlook Wealth Advisors
Texas
$620K -$32.9K -362 -5%
BFO
457
Biltmore Family Office
North Carolina
$619K
CAM
458
Clark Asset Management
New Hampshire
$619K +$139K +1,525 +28%
RIL
459
Rothschild Investment LLC
Illinois
$619K +$1.18K +13 +0.2%
EFG
460
Embree Financial Group
Illinois
$618K +$323K +3,550 +102%
CFCS
461
CDM Financial Counseling Services
Connecticut
$614K
GHA
462
GW Henssler & Associates
Georgia
$607K -$2.27K -25 -0.4%
LI
463
LRI Investments
Florida
$606K -$10.2K -112 -2%
MWM
464
Meridian Wealth Management
Kentucky
$606K -$75.3K -828 -11%
1SB
465
1ST Source Bank
Indiana
$598K
MBT
466
Montecito Bank & Trust
California
$595K -$13.1K -144 -2%
SFM
467
Signet Financial Management
New Jersey
$590K -$3.64K -40 -0.6%
DA
468
Detalus Advisors
Missouri
$586K +$72.2K +794 +14%
IA
469
Intellus Advisors
Florida
$561K
AF
470
Allworth Financial
California
$560K +$10.9K +120 +2%
SFS
471
Sowell Financial Services
Arkansas
$556K +$575K +6,326 New
CBU
472
CIBC Bancorp USA
Illinois
$554K +$573K +6,302 New
CWA
473
CM Wealth Advisors
Ohio
$553K
DAM
474
Deltec Asset Management
New York
$553K
TCIIS
475
TIAA-CREF Individual & Institutional Services
New York
$553K +$572K +6,293 New