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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Avior Wealth Management
Nebraska
$425K
LSA
527
L & S Advisors
California
$423K
AFP
528
ATLas Financial Planning
Georgia
$422K
PPC
529
Park Place Capital
Alabama
$421K
CG
530
Clarus Group
Texas
$420K
SAW
531
Signal Advisors Wealth
Michigan
$418K
IF
532
IRON Financial
Illinois
$415K
PS
533
Principal Securities
Iowa
$407K
RFA
534
RTD Financial Advisors
Pennsylvania
$406K
NWMG
535
National Wealth Management Group
Ohio
$404K
BA
536
Bluesphere Advisors
Pennsylvania
$404K
MIH
537
Meitav Investment House
Israel
$401K
FDCP
538
Foster Dykema Cabot & Partners
Massachusetts
$398K
LWM
539
LongView Wealth Management
Georgia
$397K
SIA
540
Soltis Investment Advisors
Utah
$394K
TSWM
541
Triangle Securities Wealth Management
North Carolina
$387K
WW
542
Waterfront Wealth
Kansas
$387K
GGS
543
Galvin Gaustad & Stein
Arizona
$386K
BTI
544
Blue Trust Inc
Georgia
$386K
GCM
545
Gallacher Capital Management
Colorado
$385K
SS
546
Sunbelt Securities
Texas
$385K
VWA
547
Visionary Wealth Advisors
Illinois
$385K
LGG
548
Luts & Greenleigh Group
Maryland
$384K
KFG
549
Kingdom Financial Group
Arizona
$384K
LAS
550
Lloyd Advisory Services
Georgia
$384K