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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
CIA
476
Capital Investment Advisors
Georgia
$542K +$277K +3,051 +98%
AWA
477
Alta Wealth Advisors
Massachusetts
$540K -$4.46K -49 -0.8%
TC
478
Trilogy Capital
California
$536K +$57.8K +636 +12%
JSW
479
Journey Strategic Wealth
New Jersey
$530K -$11.6K -128 -2%
NP
480
NorthRock Partners
Minnesota
$527K -$61K -671 -10%
AWCI
481
Alpine Woods Capital Investors
New York
$527K
CA
482
Clearstead Advisors
Ohio
$526K
FL
483
FreeGulliver LLC
Louisiana
$522K +$540K +5,939 New
HBFP
484
Henderson Brothers Financial Partners
Pennsylvania
$519K +$537K +5,906 New
FFWM
485
Future Financial Wealth Management
Ohio
$518K +$91 +1 +0%
KWA
486
Kondo Wealth Advisors
California
$512K -$142K -1,563 -21%
CWM
487
Cordatus Wealth Management
Pennsylvania
$511K
CWM
488
Collaborative Wealth Management
Florida
$511K -$282K -3,103 -35%
HW
489
Hancock Whitney
Mississippi
$509K
CA
490
Claro Advisors
Massachusetts
$498K +$50.1K +551 +11%
MAM
491
MWA Asset Management
Massachusetts
$496K -$3.18K -35 -0.6%
MBI
492
May Barnhard Investments
Maryland
$496K -$80.3K -883 -14%
CAL
493
Capital Analysts LLC
Pennsylvania
$496K +$1K +11 +0.2%
SSA
494
Sierra Summit Advisors
Nevada
$492K +$509K +5,600 New
DC
495
Davenport & Co
Virginia
$490K -$13.8K -152 -3%
CAM
496
Covenant Asset Management
New Jersey
$485K -$26.5K -291 -5%
FF
497
Fox Financial
Pennsylvania
$484K -$3.82K -42 -0.8%
Bank of New York Mellon
498
Bank of New York Mellon
New York
$484K -$60.8K -669 -11%
V
499
VeraBank
Texas
$482K -$18K -198 -3%
IFA
500
Interactive Financial Advisors
Illinois
$482K -$34.1K -375 -6%