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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
NWA
451
New World Advisors
Massachusetts
$584K
MBI
452
May Barnhard Investments
Maryland
$579K
HSA
453
HBK Sorce Advisory
Pennsylvania
$575K
IFA
454
Interactive Financial Advisors
Illinois
$571K
WGC
455
Watts Gwilliam & Co
Arizona
$571K
IA
456
Intellus Advisors
Florida
$569K
TIAA Trust, National Association
457
TIAA Trust, National Association
North Carolina
$568K
DAM
458
Deltec Asset Management
New York
$560K
AF
459
Allworth Financial
California
$560K
HR
460
Hardy Reed
Mississippi
$559K
CA
461
Clearstead Advisors
Ohio
$551K
MWM
462
Meridian Wealth Management
Kentucky
$551K
JSW
463
Journey Strategic Wealth
New Jersey
$548K
AWA
464
Alta Wealth Advisors
Massachusetts
$540K
AWCI
465
Alpine Woods Capital Investors
New York
$534K
SAM
466
Silvercrest Asset Management
New York
$531K
SG
467
StoneX Group
New York
$529K
CIBC Private Wealth Group
468
CIBC Private Wealth Group
Georgia
$528K
AF
469
Apollon Financial
South Carolina
$525K
CAM
470
Covenant Asset Management
New Jersey
$518K
CWM
471
Cordatus Wealth Management
Pennsylvania
$518K
MAM
472
MWA Asset Management
Massachusetts
$518K
DA
473
Detalus Advisors
Missouri
$515K
V
474
VeraBank
Texas
$508K
IF
475
IRON Financial
Illinois
$505K