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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Avior Wealth Management
Nebraska
$425K +$15.5K +170 +4%
LSA
527
L & S Advisors
California
$423K +$91 +1 +0%
AFP
528
ATLas Financial Planning
Georgia
$422K
PPC
529
Park Place Capital
Alabama
$421K +$205K +2,252 +88%
CG
530
Clarus Group
Texas
$420K -$1.73K -19 -0.4%
SAW
531
Signal Advisors Wealth
Michigan
$418K +$21.6K +238 +5%
IF
532
IRON Financial
Illinois
$415K -$36.8K -405 -8%
PS
533
Principal Securities
Iowa
$407K +$47.3K +520 +13%
RFA
534
RTD Financial Advisors
Pennsylvania
$406K +$420K +4,617 New
NWMG
535
National Wealth Management Group
Ohio
$404K -$323K -3,556 -44%
BA
536
Bluesphere Advisors
Pennsylvania
$404K
MIH
537
Meitav Investment House
Israel
$401K +$43.6K +480 +12%
FDCP
538
Foster Dykema Cabot & Partners
Massachusetts
$398K
LWM
539
LongView Wealth Management
Georgia
$397K -$7.37K -81 -2%
SIA
540
Soltis Investment Advisors
Utah
$394K -$54.5K -599 -12%
TSWM
541
Triangle Securities Wealth Management
North Carolina
$387K -$12.7K -140 -3%
WW
542
Waterfront Wealth
Kansas
$387K
GGS
543
Galvin Gaustad & Stein
Arizona
$386K
BTI
544
Blue Trust Inc
Georgia
$386K
GCM
545
Gallacher Capital Management
Colorado
$385K
SS
546
Sunbelt Securities
Texas
$385K +$727 +8 +0.2%
VWA
547
Visionary Wealth Advisors
Illinois
$385K -$13.6K -150 -3%
LGG
548
Luts & Greenleigh Group
Maryland
$384K +$398K +4,375 New
KFG
549
Kingdom Financial Group
Arizona
$384K -$252K -2,766 -39%
LAS
550
Lloyd Advisory Services
Georgia
$384K +$397K +4,368 New