DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
ST
501
Spinnaker Trust
Maine
$443K
WEG
502
World Equity Group
Illinois
$439K
DC
503
Davenport & Co
Virginia
$435K
OCM
504
Objective Capital Management
Ohio
$434K
RFG
505
REAP Financial Group
Texas
$433K
LSA
506
L & S Advisors
California
$428K
CG
507
Clarus Group
Texas
$428K
MIH
508
Meitav Investment House
Israel
$422K
CWA
509
CM Wealth Advisors
Ohio
$420K
AWM
510
Avior Wealth Management
Nebraska
$415K
BA
511
Bluesphere Advisors
Pennsylvania
$409K
FTS
512
Fifth Third Securities
Ohio
$407K
CCAM
513
Cascades Capital Asset Management
North Carolina
$406K
TSWM
514
Triangle Securities Wealth Management
North Carolina
$404K
RCA
515
Resonant Capital Advisors
Wisconsin
$404K
HCM
516
Hall Capital Management
Rhode Island
$404K
FDCP
517
Foster Dykema Cabot & Partners
Massachusetts
$404K
IAA
518
Independent Advisor Alliance
North Carolina
$403K
VWA
519
Visionary Wealth Advisors
Illinois
$403K
KFS
520
Kurt F. Somerville
$400K
SC
521
Scotia Capital
Ontario, Canada
$392K
WW
522
Waterfront Wealth
Kansas
$392K
GGS
523
Galvin Gaustad & Stein
Arizona
$391K
GCM
524
Gallacher Capital Management
Colorado
$390K
RPWA
525
Regent Peak Wealth Advisors
Georgia
$389K