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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
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
CA
480
Clearstead Advisors
Ohio
$526K
FL
481
FreeGulliver LLC
Louisiana
$522K
HBFP
482
Henderson Brothers Financial Partners
Pennsylvania
$519K
FFWM
483
Future Financial Wealth Management
Ohio
$518K
KWA
484
Kondo Wealth Advisors
California
$512K
CWM
485
Cordatus Wealth Management
Pennsylvania
$511K
CWM
486
Collaborative Wealth Management
Florida
$511K
HW
487
Hancock Whitney
Mississippi
$509K
CA
488
Claro Advisors
Massachusetts
$498K
MAM
489
MWA Asset Management
Massachusetts
$496K
MBI
490
May Barnhard Investments
Maryland
$496K
CAL
491
Capital Analysts LLC
Pennsylvania
$496K
SSA
492
Sierra Summit Advisors
Nevada
$492K
DC
493
Davenport & Co
Virginia
$490K
CAM
494
Covenant Asset Management
New Jersey
$485K
FF
495
Fox Financial
Pennsylvania
$484K
Bank of New York Mellon
496
Bank of New York Mellon
New York
$484K
V
497
VeraBank
Texas
$482K
IFA
498
Interactive Financial Advisors
Illinois
$482K
PCMC
499
Paragon Capital Management (Colorado)
Colorado
$478K
FNBSF
500
First National Bank Sioux Falls
South Dakota
$477K