DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
BOSSRA
526
B.O.S.S. Retirement Advisors
Utah
$381K
LWM
527
LongView Wealth Management
Georgia
$380K
OPPS
528
Obsidian Personal Planning Solutions
Maryland
$376K
M&T Bank
529
M&T Bank
New York
$376K
MWM
530
Mission Wealth Management
California
$375K
SL
531
SWMG LLC
Texas
$374K
SC
532
Sykon Capital
New York
$373K
CAM
533
Cozad Asset Management
Illinois
$371K
GT
534
Greenleaf Trust
Michigan
$370K
ICP
535
Impact Capital Partners
Colorado
$367K
PS
536
Principal Securities
Iowa
$366K
SAW
537
Signal Advisors Wealth
Michigan
$365K
CAL
538
Capital Advisors Ltd
Ohio
$363K
SFWC
539
Strategic Family Wealth Counselors
New Jersey
$362K
HWA
540
HHM Wealth Advisors
Tennessee
$358K
RIM
541
Redwood Investment Management
Arizona
$355K
SWAG
542
Spectrum Wealth Advisory Group
California
$352K
XT
543
XTX Topco
Cayman Islands
$350K
FF
544
Farrell Financial
New York
$349K
SAM
545
Strive Asset Management
Ohio
$348K
PWP
546
Prasad Wealth Partners
Ohio
$346K
PI
547
PFG Investments
New York
$345K
NFC
548
Northstar Financial Companies
Pennsylvania
$341K
SFWA
549
Summit Financial Wealth Advisors
Louisiana
$338K
PTC
550
Philadelphia Trust Company
Pennsylvania
$334K