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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
526
Capital Advisors Ltd
Ohio
$326K
Bessemer Group
527
Bessemer Group
New Jersey
$324K
TIAA Trust, National Association
528
TIAA Trust, National Association
North Carolina
$322K
WWM
529
WJ Wealth Management
Arizona
$319K
CAM
530
Cidel Asset Management
Ontario, Canada
$319K
KW
531
KWB Wealth
California
$318K
FA
532
Fiduciary Alliance
South Carolina
$310K
CWA
533
Clearview Wealth Advisors
Oregon
$308K
HWA
534
HHM Wealth Advisors
Tennessee
$306K
UF
535
Univest Financial
Pennsylvania
$306K
SFWA
536
Summit Financial Wealth Advisors
Louisiana
$303K
TW
537
TritonPoint Wealth
Maryland
$303K
CA
538
Calton & Associates
Florida
$300K
PTC
539
Philadelphia Trust Company
Pennsylvania
$300K
EFG
540
Everhart Financial Group
Ohio
$300K
CAM
541
Cozad Asset Management
Illinois
$297K
LBC
542
Lowe Brockenbrough & Co
Virginia
$295K
SFWC
543
Strategic Family Wealth Counselors
New Jersey
$295K
WCFA
544
Walkner Condon Financial Advisors
Wisconsin
$292K
PI
545
PFG Investments
New York
$287K
COCM
546
Charter Oak Capital Management
New Hampshire
$286K
TCOT
547
Trust Company of Toledo
Ohio
$284K
NCFG
548
New Century Financial Group
New Jersey
$284K
TC
549
Trilogy Capital
California
$283K
OFO
550
OneAscent Family Office
Alabama
$281K