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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 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, 268 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
ONB
451
Old National Bancorp
Indiana
$639K
GIA
452
Gladstone Institutional Advisory
Florida
$635K
RFW
453
Redwood Family Wealth
Texas
$628K
TFS
454
truNorth Financial Services
Pennsylvania
$623K
OWA
455
Outlook Wealth Advisors
Texas
$620K
BFO
456
Biltmore Family Office
North Carolina
$619K
CAM
457
Clark Asset Management
New Hampshire
$619K
RIL
458
Rothschild Investment LLC
Illinois
$619K
EFG
459
Embree Financial Group
Illinois
$618K
CFCS
460
CDM Financial Counseling Services
Connecticut
$614K
GHA
461
GW Henssler & Associates
Georgia
$607K
LI
462
LRI Investments
Florida
$606K
MWM
463
Meridian Wealth Management
Kentucky
$606K
1SB
464
1ST Source Bank
Indiana
$598K
MBT
465
Montecito Bank & Trust
California
$595K
SFM
466
Signet Financial Management
New Jersey
$590K
DA
467
Detalus Advisors
Missouri
$586K
IA
468
Intellus Advisors
Florida
$561K
AF
469
Allworth Financial
California
$560K
SFS
470
Sowell Financial Services
Arkansas
$556K
CBU
471
CIBC Bancorp USA
Illinois
$554K
DAM
472
Deltec Asset Management
New York
$553K
CWA
473
CM Wealth Advisors
Ohio
$553K
TCIIS
474
TIAA-CREF Individual & Institutional Services
New York
$553K
CIA
475
Capital Investment Advisors
Georgia
$542K