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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
RW
26
RVW Wealth
California
$72.9M +$630K +6,934 +0.8%
GWS
27
Glassman Wealth Services
Virginia
$71.4M -$2.56M -28,167 -3%
KAS
28
Kestra Advisory Services
Texas
$67.7M +$351K +3,860 +0.5%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$66.9M -$62.6K -689 -0.1%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$63.6M -$35.8M -393,814 -35%
LFA
31
Legacy Financial Advisors
Kentucky
$63.5M -$8.72M -95,909 -12%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$63.1M -$46.3M -509,007 -42%
SFG
33
SNS Financial Group
Minnesota
$63M +$1.21M +13,259 +2%
IAA
34
Independent Advisor Alliance
North Carolina
$58.4M +$60M +660,044 +13,651%
IA
35
IAM Advisory
Pennsylvania
$58.3M +$174K +1,917 +0.3%
JP Morgan Chase
36
JP Morgan Chase
New York
$56.3M +$2.03M +22,366 +4%
EH
37
Equitable Holdings
New York
$55M -$17.7M -194,863 -24%
Lido Advisors
38
Lido Advisors
California
$53.3M -$2.11M -23,165 -4%
PWMG
39
Prestige Wealth Management Group
New Jersey
$53M -$1.79M -19,720 -3%
Osaic Holdings
40
Osaic Holdings
Arizona
$52.5M -$5.33M -58,573 -9%
Mariner
41
Mariner
Kansas
$51.1M +$1.56M +17,128 +3%
BFG
42
Beacon Financial Group
Texas
$50.5M -$314K -3,448 -0.6%
SIG
43
Spinnaker Investment Group
California
$49.9M -$4.37M -48,103 -8%
HAG
44
HighPoint Advisor Group
Illinois
$49.9M +$9.9M +108,920 +24%
NA
45
NewEdge Advisors
Louisiana
$49.3M +$3.15M +34,683 +7%
SIA
46
SkyView Investment Advisors
New Jersey
$46.9M +$552K +6,070 +1%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$46.3M -$1.07M -11,771 -2%
COI
48
Connable Office Inc
Michigan
$45.9M +$5.36M +58,981 +13%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$45.7M +$10.3M +113,523 +28%
FP
50
Fiduciary Planning
Florida
$45.1M -$4.23M -46,475 -8%