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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

768 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:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$517M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
768
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
FNBSF
501
First National Bank Sioux Falls
South Dakota
$477K
AF
502
Apollon Financial
South Carolina
$475K
LS
503
Leelyn Smith
Illinois
$475K
PP
504
PDS Planning
Ohio
$474K
BEI
505
Benjamin Edwards Inc
Missouri
$474K
SC
506
Scotia Capital
Ontario, Canada
$465K
IA
507
Inspire Advisors
Idaho
$465K
KA
508
Klingman & Associates
New York
$451K
SAM
509
Silvercrest Asset Management
New York
$449K
TCWM
510
Total Clarity Wealth Management
Illinois
$448K
CAM
511
Cidel Asset Management
Ontario, Canada
$446K
LPT
512
Legacy Private Trust
Wisconsin
$442K
SMC
513
Smith, Moore & Co
Missouri
$440K
HR
514
Hardy Reed
Mississippi
$438K
ST
515
Spinnaker Trust
Maine
$437K
CA
516
Calton & Associates
Florida
$435K
WEG
517
World Equity Group
Illinois
$433K
OCM
518
Objective Capital Management
Ohio
$431K
FF
519
Friday Financial
Iowa
$430K
CQWA
520
Chokshi & Queen Wealth Advisors
California
$430K
HCM
521
Hall Capital Management
Rhode Island
$427K
BI
522
Breachway Investments
Rhode Island
$426K
FCIM
523
Fairview Capital Investment Management
California
$426K
GSIS
524
Global Strategic Investment Solutions
Arizona
$425K
AWM
525
Avior Wealth Management
Nebraska
$425K