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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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
501
Paragon Capital Management (Colorado)
Colorado
$478K +$494K +5,437 New
FNBSF
502
First National Bank Sioux Falls
South Dakota
$477K -$2.55K -28 -0.5%
AF
503
Apollon Financial
South Carolina
$475K -$41.6K -458 -8%
LS
504
Leelyn Smith
Illinois
$475K
PP
505
PDS Planning
Ohio
$474K -$10.2K -112 -2%
BEI
506
Benjamin Edwards Inc
Missouri
$474K -$1.48M -16,321 -75%
SC
507
Scotia Capital
Ontario, Canada
$465K +$54.5K +599 +13%
IA
508
Inspire Advisors
Idaho
$465K -$2K -22 -0.4%
KA
509
Klingman & Associates
New York
$451K
SAM
510
Silvercrest Asset Management
New York
$449K
TCWM
511
Total Clarity Wealth Management
Illinois
$448K -$12.5K -137 -3%
CAM
512
Cidel Asset Management
Ontario, Canada
$446K
LPT
513
Legacy Private Trust
Wisconsin
$442K
SMC
514
Smith, Moore & Co
Missouri
$440K -$336K -3,692 -42%
HR
515
Hardy Reed
Mississippi
$438K
ST
516
Spinnaker Trust
Maine
$437K
CA
517
Calton & Associates
Florida
$435K -$105K -1,157 -19%
WEG
518
World Equity Group
Illinois
$433K -$455 -5 -0.1%
OCM
519
Objective Capital Management
Ohio
$431K +$1.27K +14 +0.3%
FF
520
Friday Financial
Iowa
$430K -$36.4K -400 -8%
CQWA
521
Chokshi & Queen Wealth Advisors
California
$430K +$446K +4,900 New
HCM
522
Hall Capital Management
Rhode Island
$427K
BI
523
Breachway Investments
Rhode Island
$426K +$1.18K +13 +0.3%
FCIM
524
Fairview Capital Investment Management
California
$426K -$38.2K -420 -8%
GSIS
525
Global Strategic Investment Solutions
Arizona
$425K +$1.18K +13 +0.3%