We are live on ! Find out more
DGRW icon

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

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 (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
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
CIA
476
Capital Investment Advisors
Georgia
$542K
AWA
477
Alta Wealth Advisors
Massachusetts
$540K
TC
478
Trilogy Capital
California
$536K
JSW
479
Journey Strategic Wealth
New Jersey
$530K
NP
480
NorthRock Partners
Minnesota
$527K
AWCI
481
Alpine Woods Capital Investors
New York
$527K
CA
482
Clearstead Advisors
Ohio
$526K
FL
483
FreeGulliver LLC
Louisiana
$522K
HBFP
484
Henderson Brothers Financial Partners
Pennsylvania
$519K
FFWM
485
Future Financial Wealth Management
Ohio
$518K
KWA
486
Kondo Wealth Advisors
California
$512K
CWM
487
Cordatus Wealth Management
Pennsylvania
$511K
CWM
488
Collaborative Wealth Management
Florida
$511K
HW
489
Hancock Whitney
Mississippi
$509K
CA
490
Claro Advisors
Massachusetts
$498K
MAM
491
MWA Asset Management
Massachusetts
$496K
MBI
492
May Barnhard Investments
Maryland
$496K
CAL
493
Capital Analysts LLC
Pennsylvania
$496K
SSA
494
Sierra Summit Advisors
Nevada
$492K
DC
495
Davenport & Co
Virginia
$490K
CAM
496
Covenant Asset Management
New Jersey
$485K
FF
497
Fox Financial
Pennsylvania
$484K
Bank of New York Mellon
498
Bank of New York Mellon
New York
$484K
V
499
VeraBank
Texas
$482K
IFA
500
Interactive Financial Advisors
Illinois
$482K