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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
DC
501
Davenport & Co
Virginia
$435K
OCM
502
Objective Capital Management
Ohio
$434K
RFG
503
REAP Financial Group
Texas
$433K
LSA
504
L & S Advisors
California
$428K
CG
505
Clarus Group
Texas
$428K
MIH
506
Meitav Investment House
Israel
$422K
CWA
507
CM Wealth Advisors
Ohio
$420K
AWM
508
Avior Wealth Management
Nebraska
$415K
BA
509
Bluesphere Advisors
Pennsylvania
$409K
FTS
510
Fifth Third Securities
Ohio
$407K
CCAM
511
Cascades Capital Asset Management
North Carolina
$406K
TSWM
512
Triangle Securities Wealth Management
North Carolina
$404K
RCA
513
Resonant Capital Advisors
Wisconsin
$404K
HCM
514
Hall Capital Management
Rhode Island
$404K
FDCP
515
Foster Dykema Cabot & Partners
Massachusetts
$404K
IAA
516
Independent Advisor Alliance
North Carolina
$403K
VWA
517
Visionary Wealth Advisors
Illinois
$403K
KFS
518
Kurt F. Somerville
$400K
SC
519
Scotia Capital
Ontario, Canada
$392K
WW
520
Waterfront Wealth
Kansas
$392K
GGS
521
Galvin Gaustad & Stein
Arizona
$391K
GCM
522
Gallacher Capital Management
Colorado
$390K
RPWA
523
Regent Peak Wealth Advisors
Georgia
$389K
SS
524
Sunbelt Securities
Texas
$388K
KHCM
525
Kirtland Hills Capital Management
Ohio
$384K