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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

768 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:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$517M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
768
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
AWA
476
Alta Wealth Advisors
Massachusetts
$540K
TC
477
Trilogy Capital
California
$536K
JSW
478
Journey Strategic Wealth
New Jersey
$530K
NP
479
NorthRock Partners
Minnesota
$527K
AWCI
480
Alpine Woods Capital Investors
New York
$527K
CA
481
Clearstead Advisors
Ohio
$526K
FL
482
FreeGulliver LLC
Louisiana
$522K
HBFP
483
Henderson Brothers Financial Partners
Pennsylvania
$519K
FFWM
484
Future Financial Wealth Management
Ohio
$518K
KWA
485
Kondo Wealth Advisors
California
$512K
CWM
486
Cordatus Wealth Management
Pennsylvania
$511K
CWM
487
Collaborative Wealth Management
Florida
$511K
HW
488
Hancock Whitney
Mississippi
$509K
CA
489
Claro Advisors
Massachusetts
$498K
MAM
490
MWA Asset Management
Massachusetts
$496K
MBI
491
May Barnhard Investments
Maryland
$496K
CAL
492
Capital Analysts LLC
Pennsylvania
$496K
SSA
493
Sierra Summit Advisors
Nevada
$492K
DC
494
Davenport & Co
Virginia
$490K
CAM
495
Covenant Asset Management
New Jersey
$485K
FF
496
Fox Financial
Pennsylvania
$484K
Bank of New York Mellon
497
Bank of New York Mellon
New York
$484K
V
498
VeraBank
Texas
$482K
IFA
499
Interactive Financial Advisors
Illinois
$482K
PCMC
500
Paragon Capital Management (Colorado)
Colorado
$478K