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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
476
VeraBank
Texas
$508K
IF
477
IRON Financial
Illinois
$505K
TWC
478
TD Waterhouse Canada
Ontario, Canada
$498K
FFWM
479
Future Financial Wealth Management
Ohio
$497K
TC
480
Trilogy Capital
California
$497K
FCIM
481
Fairview Capital Investment Management
California
$495K
FF
482
Fox Financial
Pennsylvania
$495K
IA
483
Inspire Advisors
Idaho
$492K
CAM
484
Clark Asset Management
New Hampshire
$491K
PP
485
PDS Planning
Ohio
$490K
HW
486
Hancock Whitney
Mississippi
$482K
LS
487
Leelyn Smith
Illinois
$481K
SIA
488
Soltis Investment Advisors
Utah
$478K
CQWA
489
Chokshi & Queen Wealth Advisors
California
$477K
TW
490
TritonPoint Wealth
Maryland
$473K
FF
491
Friday Financial
Iowa
$471K
SF
492
Synovus Financial
Georgia
$467K
TCWM
493
Total Clarity Wealth Management
Illinois
$461K
FNBSF
494
First National Bank Sioux Falls
South Dakota
$458K
CAM
495
Cidel Asset Management
Ontario, Canada
$457K
GSIS
496
Global Strategic Investment Solutions
Arizona
$450K
CSP
497
Cary Street Partners
Virginia
$450K
LWA
498
Lantern Wealth Advisors
New York
$450K
LPT
499
Legacy Private Trust
Wisconsin
$448K
AWA
500
Arete Wealth Advisors
Illinois
$445K