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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
SS
526
Sunbelt Securities
Texas
$388K
KHCM
527
Kirtland Hills Capital Management
Ohio
$384K
BOSSRA
528
B.O.S.S. Retirement Advisors
Utah
$381K
LWM
529
LongView Wealth Management
Georgia
$380K
OPPS
530
Obsidian Personal Planning Solutions
Maryland
$376K
M&T Bank
531
M&T Bank
New York
$376K
MWM
532
Mission Wealth Management
California
$375K
KG
533
Kilter Group
New York
$375K
SL
534
SWMG LLC
Texas
$374K
SC
535
Sykon Capital
New York
$373K
CAM
536
Cozad Asset Management
Illinois
$371K
GT
537
Greenleaf Trust
Michigan
$370K
ICP
538
Impact Capital Partners
Colorado
$367K
PS
539
Principal Securities
Iowa
$366K
SAW
540
Signal Advisors Wealth
Michigan
$365K
CAL
541
Capital Advisors Ltd
Ohio
$363K
SFWC
542
Strategic Family Wealth Counselors
New Jersey
$362K
HWA
543
HHM Wealth Advisors
Tennessee
$358K
RIM
544
Redwood Investment Management
Arizona
$355K
SWAG
545
Spectrum Wealth Advisory Group
California
$352K
XT
546
XTX Topco
Cayman Islands
$350K
FF
547
Farrell Financial
New York
$349K
SAM
548
Strive Asset Management
Ohio
$348K
PWP
549
Prasad Wealth Partners
Ohio
$346K
PI
550
PFG Investments
New York
$345K