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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
79
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
HSA
451
HBK Sorce Advisory
Pennsylvania
$640K
ONB
452
Old National Bancorp
Indiana
$639K
GIA
453
Gladstone Institutional Advisory
Florida
$635K
RFW
454
Redwood Family Wealth
Texas
$628K
TFS
455
truNorth Financial Services
Pennsylvania
$623K
OWA
456
Outlook Wealth Advisors
Texas
$620K
BFO
457
Biltmore Family Office
North Carolina
$619K
CAM
458
Clark Asset Management
New Hampshire
$619K
RIL
459
Rothschild Investment LLC
Illinois
$619K
EFG
460
Embree Financial Group
Illinois
$618K
CFCS
461
CDM Financial Counseling Services
Connecticut
$614K
GHA
462
GW Henssler & Associates
Georgia
$607K
LI
463
LRI Investments
Florida
$606K
MWM
464
Meridian Wealth Management
Kentucky
$606K
1SB
465
1ST Source Bank
Indiana
$598K
MBT
466
Montecito Bank & Trust
California
$595K
SFM
467
Signet Financial Management
New Jersey
$590K
DA
468
Detalus Advisors
Missouri
$586K
IA
469
Intellus Advisors
Florida
$561K
AF
470
Allworth Financial
California
$560K
SFS
471
Sowell Financial Services
Arkansas
$556K
CBU
472
CIBC Bancorp USA
Illinois
$554K
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