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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
501
Meitav Investment House
Israel
$389K
TCWM
502
Total Clarity Wealth Management
Illinois
$388K
OCM
503
Objective Capital Management
Ohio
$385K
CG
504
Clarus Group
Texas
$384K
RPWA
505
Regent Peak Wealth Advisors
Georgia
$381K
NWM
506
Nova Wealth Management
Florida
$379K
TP
507
Tranquility Partners
Tennessee
$376K
AWM
508
Avior Wealth Management
Nebraska
$373K
TSWM
509
Triangle Securities Wealth Management
North Carolina
$369K
LSA
510
L & S Advisors
California
$369K
BA
511
Bluesphere Advisors
Pennsylvania
$367K
PWP
512
Prasad Wealth Partners
Ohio
$366K
HCM
513
Hall Capital Management
Rhode Island
$363K
FDCP
514
Foster Dykema Cabot & Partners
Massachusetts
$362K
KFS
515
Kurt F. Somerville
$359K
RIA
516
Retirement Investment Advisors
Oklahoma
$355K
WP
517
WealthPLAN Partners
Nebraska
$349K
TFCP
518
Twin Focus Capital Partners
Massachusetts
$345K
NCM
519
Novare Capital Management
North Carolina
$340K
KG
520
Kilter Group
New York
$336K
SWAG
521
Spectrum Wealth Advisory Group
California
$332K
GT
522
Greenleaf Trust
Michigan
$332K
SXL
523
Summit X LLC
Missouri
$331K
OPPS
524
Obsidian Personal Planning Solutions
Maryland
$328K
PS
525
Principal Securities
Iowa
$327K