We are live on ! Find out more
DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
501
Legacy Private Trust
Wisconsin
$448K
AWA
502
Arete Wealth Advisors
Illinois
$445K
ST
503
Spinnaker Trust
Maine
$443K
WEG
504
World Equity Group
Illinois
$439K -$8.67K -100 -2%
DC
505
Davenport & Co
Virginia
$435K +$17.3K +200 +4%
OCM
506
Objective Capital Management
Ohio
$434K +$2.69K +31 +0.6%
RFG
507
REAP Financial Group
Texas
$433K -$2.86K -33 -0.7%
LSA
508
L & S Advisors
California
$428K -$4.86K -56 -1%
CG
509
Clarus Group
Texas
$428K
MIH
510
Meitav Investment House
Israel
$422K -$11.2K -129 -3%
CWA
511
CM Wealth Advisors
Ohio
$420K +$410K +4,722 New
AWM
512
Avior Wealth Management
Nebraska
$415K
BA
513
Bluesphere Advisors
Pennsylvania
$409K -$434 -5 -0.1%
FTS
514
Fifth Third Securities
Ohio
$407K
CCAM
515
Cascades Capital Asset Management
North Carolina
$406K -$69.4K -800 -15%
TSWM
516
Triangle Securities Wealth Management
North Carolina
$404K -$6.5K -75 -2%
RCA
517
Resonant Capital Advisors
Wisconsin
$404K -$658K -7,591 -63%
HCM
518
Hall Capital Management
Rhode Island
$404K
FDCP
519
Foster Dykema Cabot & Partners
Massachusetts
$404K
IAA
520
Independent Advisor Alliance
North Carolina
$403K +$31.4K +362 +9%
VWA
521
Visionary Wealth Advisors
Illinois
$403K -$11.4K -132 -3%
KFS
522
Kurt F. Somerville
$400K
SC
523
Scotia Capital
Ontario, Canada
$392K -$65K -750 -15%
WW
524
Waterfront Wealth
Kansas
$392K -$84.4K -973 -18%
GGS
525
Galvin Gaustad & Stein
Arizona
$391K