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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
MWM
526
Mission Wealth Management
California
$375K
SL
527
SWMG LLC
Texas
$374K
SC
528
Sykon Capital
New York
$373K
CAM
529
Cozad Asset Management
Illinois
$371K
GT
530
Greenleaf Trust
Michigan
$370K
ICP
531
Impact Capital Partners
Colorado
$367K
PS
532
Principal Securities
Iowa
$366K
SAW
533
Signal Advisors Wealth
Michigan
$365K
CAL
534
Capital Advisors Ltd
Ohio
$363K
SFWC
535
Strategic Family Wealth Counselors
New Jersey
$362K
HWA
536
HHM Wealth Advisors
Tennessee
$358K
RIM
537
Redwood Investment Management
Arizona
$355K
SWAG
538
Spectrum Wealth Advisory Group
California
$352K
XT
539
XTX Topco
Cayman Islands
$350K
FF
540
Farrell Financial
New York
$349K
SAM
541
Strive Asset Management
Ohio
$348K
PWP
542
Prasad Wealth Partners
Ohio
$346K
PI
543
PFG Investments
New York
$345K
NFC
544
Northstar Financial Companies
Pennsylvania
$341K
SFWA
545
Summit Financial Wealth Advisors
Louisiana
$338K
PTC
546
Philadelphia Trust Company
Pennsylvania
$334K
LBC
547
Lowe Brockenbrough & Co
Virginia
$329K
TP
548
Tranquility Partners
Tennessee
$325K
NCM
549
Novare Capital Management
North Carolina
$321K
COCM
550
Charter Oak Capital Management
New Hampshire
$318K