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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$604K +$11.2K +129 +2%
LI
452
LRI Investments
Florida
$602K -$9.28K -107 -2%
UCB
453
United Community Bank
South Carolina
$594K +$263K +3,030 +83%
Bank of New York Mellon
454
Bank of New York Mellon
New York
$585K -$18.8M -216,279 -97%
NWA
455
New World Advisors
Massachusetts
$584K
MBI
456
May Barnhard Investments
Maryland
$579K +$2.08K +24 +0.4%
HSA
457
HBK Sorce Advisory
Pennsylvania
$575K
IFA
458
Interactive Financial Advisors
Illinois
$571K -$231K -2,661 -29%
WGC
459
Watts Gwilliam & Co
Arizona
$571K +$347 +4 +0.1%
IA
460
Intellus Advisors
Florida
$569K
TIAA Trust, National Association
461
TIAA Trust, National Association
North Carolina
$568K +$9.97K +115 +2%
DAM
462
Deltec Asset Management
New York
$560K
AF
463
Allworth Financial
California
$560K +$2.52K +29 +0.5%
HR
464
Hardy Reed
Mississippi
$559K -$211K -2,433 -28%
CA
465
Clearstead Advisors
Ohio
$551K -$1.3K -15 -0.2%
MWM
466
Meridian Wealth Management
Kentucky
$551K -$85.3K -984 -14%
JSW
467
Journey Strategic Wealth
New Jersey
$548K -$82.9K -956 -13%
AWA
468
Alta Wealth Advisors
Massachusetts
$540K +$15.4K +177 +3%
AWCI
469
Alpine Woods Capital Investors
New York
$534K
SAM
470
Silvercrest Asset Management
New York
$531K +$24.1K +278 +5%
SG
471
StoneX Group
New York
$529K +$7.2K +83 +1%
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$528K +$203K +2,335 +65%
AF
473
Apollon Financial
South Carolina
$525K -$87 -1 -0%
CAM
474
Covenant Asset Management
New Jersey
$518K
CWM
475
Cordatus Wealth Management
Pennsylvania
$518K