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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

718 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+7
Holders Change %
+0.98%
% of All Funds
9.63%
Holding in Top 10
81
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.9%
% of All Funds
1.09%
New
57
Increased
303
Reduced
227
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSIS
501
Global Strategic Investment Solutions
Arizona
$424K -$6.03K -72 -1%
EW
502
Element Wealth
Mississippi
$423K +$143K +1,706 +51%
BOSSRA
503
B.O.S.S. Retirement Advisors
Utah
$422K -$83.1K -992 -16%
WEG
504
World Equity Group
Illinois
$421K -$6.28K -75 -1%
LPT
505
Legacy Private Trust
Wisconsin
$421K -$167 -2 -0%
AWA
506
Arete Wealth Advisors
Illinois
$419K
ST
507
Spinnaker Trust
Maine
$417K
FA
508
Flagstar Advisors
New York
$415K -$67.5K -806 -14%
RFG
509
REAP Financial Group
Texas
$411K -$19.9K -238 -5%
MIH
510
Meitav Investment House
Israel
$408K
LSA
511
L & S Advisors
California
$408K +$21.1K +252 +5%
OCM
512
Objective Capital Management
Ohio
$406K +$1.68K +20 +0.4%
CG
513
Clarus Group
Texas
$402K
TSS
514
Two Sigma Securities
New York
$401K -$854K -10,201 -68%
MOS
515
MGO One Seven
Ohio
$394K +$138K +1,647 +54%
DC
516
Davenport & Co
Virginia
$392K -$28.4K -339 -7%
AWM
517
Avior Wealth Management
Nebraska
$391K
LWA
518
Lantern Wealth Advisors
New York
$391K +$391K +4,664 New
VWA
519
Visionary Wealth Advisors
Illinois
$390K -$44.4K -530 -10%
CAM
520
Cidel Asset Management
Ontario, Canada
$388K +$54.1K +646 +16%
TSWM
521
Triangle Securities Wealth Management
North Carolina
$387K
BA
522
Bluesphere Advisors
Pennsylvania
$385K
FTS
523
Fifth Third Securities
Ohio
$383K +$383K +4,575 New
HCM
524
Hall Capital Management
Rhode Island
$380K
FDCP
525
Foster Dykema Cabot & Partners
Massachusetts
$380K