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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 hedge funds and large institutions have $11.9B 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, 282 increasing their positions, 257 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
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
TWC
476
TD Waterhouse Canada
Ontario, Canada
$498K
FFWM
477
Future Financial Wealth Management
Ohio
$497K
TC
478
Trilogy Capital
California
$497K
FCIM
479
Fairview Capital Investment Management
California
$495K
FF
480
Fox Financial
Pennsylvania
$495K
IA
481
Inspire Advisors
Idaho
$492K
CAM
482
Clark Asset Management
New Hampshire
$491K
PP
483
PDS Planning
Ohio
$490K
HW
484
Hancock Whitney
Mississippi
$482K
LS
485
Leelyn Smith
Illinois
$481K
SIA
486
Soltis Investment Advisors
Utah
$478K
CQWA
487
Chokshi & Queen Wealth Advisors
California
$477K
TW
488
TritonPoint Wealth
Maryland
$473K
FF
489
Friday Financial
Iowa
$471K
SF
490
Synovus Financial
Georgia
$467K
TCWM
491
Total Clarity Wealth Management
Illinois
$461K
FNBSF
492
First National Bank Sioux Falls
South Dakota
$458K
CAM
493
Cidel Asset Management
Ontario, Canada
$457K
GSIS
494
Global Strategic Investment Solutions
Arizona
$450K
CSP
495
Cary Street Partners
Virginia
$450K
LWA
496
Lantern Wealth Advisors
New York
$450K
LPT
497
Legacy Private Trust
Wisconsin
$448K
AWA
498
Arete Wealth Advisors
Illinois
$445K
ST
499
Spinnaker Trust
Maine
$443K
WEG
500
World Equity Group
Illinois
$439K