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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
RW
26
RVW Wealth
California
$73.2M +$1.59M +18,373 +2%
LFA
27
Legacy Financial Advisors
Kentucky
$72.8M -$176K -2,034 -0.2%
IA
28
IAM Advisory
Pennsylvania
$71.3M +$514K +5,921 +0.7%
EH
29
Equitable Holdings
New York
$69.9M +$2.33M +26,817 +4%
Comerica Bank
30
Comerica Bank
Texas
$68.1M -$209K -2,406 -0.3%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$66.9M +$1.34M +15,489 +2%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$64.6M -$7.31M -84,254 -10%
SFG
33
SNS Financial Group
Minnesota
$62.3M +$80.9K +933 +0.1%
OCM
34
One Capital Management
California
$57.1M -$3.54M -40,770 -6%
JP Morgan Chase
35
JP Morgan Chase
New York
$56.1M +$3.15M +36,305 +6%
Lido Advisors
36
Lido Advisors
California
$55.7M +$53.7M +619,608 +8,977%
PWMG
37
Prestige Wealth Management Group
New Jersey
$55.6M -$1.48M -17,017 -3%
SIG
38
Spinnaker Investment Group
California
$54.7M +$5.75M +66,258 +12%
NA
39
NewEdge Advisors
Louisiana
$53M -$244K -2,811 -0.5%
BFG
40
Beacon Financial Group
Texas
$52.9M -$2.55M -29,409 -5%
KAS
41
Kestra Advisory Services
Texas
$50.5M -$4.12M -47,454 -8%
Osaic Holdings
42
Osaic Holdings
Arizona
$49.2M +$2.44M +28,151 +5%
FP
43
Fiduciary Planning
Florida
$49M +$2.61M +30,044 +6%
GEA
44
Glen Eagle Advisors
New Jersey
$48.3M -$1.37M -15,800 -3%
SIA
45
SkyView Investment Advisors
New Jersey
$47.1M -$725K -8,358 -2%
TLIC
46
Taiyo Life Insurance Company
Japan
$46.7M
OIA
47
OneDigital Investment Advisors
Kansas
$45.5M -$534K -6,152 -1%
DWAM
48
Duncan Williams Asset Management
Tennessee
$43.6M +$4.11M +47,404 +11%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$42.2M +$7.75M +89,402 +23%
IF
50
Intrua Financial
Texas
$41.8M +$6.53M +75,251 +19%