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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

767 hedge funds and large institutions have $12.5B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 281 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
526
Klingman & Associates
New York
$459K
CA
527
Claro Advisors
Massachusetts
$458K
SAM
528
Silvercrest Asset Management
New York
$458K
SIA
529
Soltis Investment Advisors
Utah
$455K
CAM
530
Cidel Asset Management
Ontario, Canada
$454K
LPT
531
Legacy Private Trust
Wisconsin
$450K
SC
532
Sykon Capital
New York
$449K
AWA
533
Arete Wealth Advisors
Illinois
$447K
HR
534
Hardy Reed
Mississippi
$446K
ST
535
Spinnaker Trust
Maine
$445K
HF
536
HRT Financial
New York
$444K
WEG
537
World Equity Group
Illinois
$441K
OCM
538
Objective Capital Management
Ohio
$438K
IAA
539
Independent Advisor Alliance
North Carolina
$432K
GSIS
540
Global Strategic Investment Solutions
Arizona
$431K
RFG
541
REAP Financial Group
Texas
$431K
BI
542
Breachway Investments
Rhode Island
$431K
LSA
543
L & S Advisors
California
$430K
CG
544
Clarus Group
Texas
$430K
AFP
545
ATLas Financial Planning
Georgia
$429K
SC
546
Scotia Capital
Ontario, Canada
$420K
AWM
547
Avior Wealth Management
Nebraska
$417K
CSP
548
Cary Street Partners
Virginia
$412K
BA
549
Bluesphere Advisors
Pennsylvania
$411K
FTS
550
Fifth Third Securities
Ohio
$409K