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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
GCM
526
Gallacher Capital Management
Colorado
$390K
RPWA
527
Regent Peak Wealth Advisors
Georgia
$389K +$379K +4,370 New
SS
528
Sunbelt Securities
Texas
$388K -$91.2K -1,051 -19%
KHCM
529
Kirtland Hills Capital Management
Ohio
$384K +$148K +1,712 +66%
BOSSRA
530
B.O.S.S. Retirement Advisors
Utah
$381K -$66K -761 -15%
LWM
531
LongView Wealth Management
Georgia
$380K +$75.6K +872 +26%
OPPS
532
Obsidian Personal Planning Solutions
Maryland
$376K
M&T Bank
533
M&T Bank
New York
$376K
MWM
534
Mission Wealth Management
California
$375K +$781 +9 +0.2%
KG
535
Kilter Group
New York
$375K +$607 +7 +0.2%
SL
536
SWMG LLC
Texas
$374K +$128K +1,476 +55%
SC
537
Sykon Capital
New York
$373K -$1.13K -13 -0.3%
CAM
538
Cozad Asset Management
Illinois
$371K
GT
539
Greenleaf Trust
Michigan
$370K
ICP
540
Impact Capital Partners
Colorado
$367K +$358K +4,127 New
PS
541
Principal Securities
Iowa
$366K +$13.4K +155 +4%
SAW
542
Signal Advisors Wealth
Michigan
$365K +$80K +922 +29%
CAL
543
Capital Advisors Ltd
Ohio
$363K
SFWC
544
Strategic Family Wealth Counselors
New Jersey
$362K +$87 +1 +0%
HWA
545
HHM Wealth Advisors
Tennessee
$358K +$17.5K +202 +5%
RIM
546
Redwood Investment Management
Arizona
$355K -$561K -6,472 -62%
SWAG
547
Spectrum Wealth Advisory Group
California
$352K
XT
548
XTX Topco
Cayman Islands
$350K +$341K +3,933 New
FF
549
Farrell Financial
New York
$349K +$1.21K +14 +0.4%
SAM
550
Strive Asset Management
Ohio
$348K -$240K -2,769 -41%