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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 hedge funds and large institutions have $11.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 279 increasing their positions, 257 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
501
Clarus Group
Texas
$428K
MIH
502
Meitav Investment House
Israel
$422K
CWA
503
CM Wealth Advisors
Ohio
$420K
AWM
504
Avior Wealth Management
Nebraska
$415K
BA
505
Bluesphere Advisors
Pennsylvania
$409K
FTS
506
Fifth Third Securities
Ohio
$407K
CCAM
507
Cascades Capital Asset Management
North Carolina
$406K
TSWM
508
Triangle Securities Wealth Management
North Carolina
$404K
RCA
509
Resonant Capital Advisors
Wisconsin
$404K
HCM
510
Hall Capital Management
Rhode Island
$404K
FDCP
511
Foster Dykema Cabot & Partners
Massachusetts
$404K
IAA
512
Independent Advisor Alliance
North Carolina
$403K
VWA
513
Visionary Wealth Advisors
Illinois
$403K
KFS
514
Kurt F. Somerville
$400K
SC
515
Scotia Capital
Ontario, Canada
$392K
WW
516
Waterfront Wealth
Kansas
$392K
GGS
517
Galvin Gaustad & Stein
Arizona
$391K
GCM
518
Gallacher Capital Management
Colorado
$390K
RPWA
519
Regent Peak Wealth Advisors
Georgia
$389K
SS
520
Sunbelt Securities
Texas
$388K
KHCM
521
Kirtland Hills Capital Management
Ohio
$384K
BOSSRA
522
B.O.S.S. Retirement Advisors
Utah
$381K
LWM
523
LongView Wealth Management
Georgia
$380K
OPPS
524
Obsidian Personal Planning Solutions
Maryland
$376K
M&T Bank
525
M&T Bank
New York
$376K