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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 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, 268 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
AFP
526
ATLas Financial Planning
Georgia
$422K
PPC
527
Park Place Capital
Alabama
$421K
CG
528
Clarus Group
Texas
$420K
SAW
529
Signal Advisors Wealth
Michigan
$418K
IF
530
IRON Financial
Illinois
$415K
PS
531
Principal Securities
Iowa
$407K
RFA
532
RTD Financial Advisors
Pennsylvania
$406K
NWMG
533
National Wealth Management Group
Ohio
$404K
BA
534
Bluesphere Advisors
Pennsylvania
$404K
MIH
535
Meitav Investment House
Israel
$401K
FDCP
536
Foster Dykema Cabot & Partners
Massachusetts
$398K
LWM
537
LongView Wealth Management
Georgia
$397K
SIA
538
Soltis Investment Advisors
Utah
$394K
TSWM
539
Triangle Securities Wealth Management
North Carolina
$387K
WW
540
Waterfront Wealth
Kansas
$387K
GGS
541
Galvin Gaustad & Stein
Arizona
$386K
BTI
542
Blue Trust Inc
Georgia
$386K
GCM
543
Gallacher Capital Management
Colorado
$385K
SS
544
Sunbelt Securities
Texas
$385K
VWA
545
Visionary Wealth Advisors
Illinois
$385K
LGG
546
Luts & Greenleigh Group
Maryland
$384K
KFG
547
Kingdom Financial Group
Arizona
$384K
LAS
548
Lloyd Advisory Services
Georgia
$384K
RCA
549
Resonant Capital Advisors
Wisconsin
$383K
FF
550
Farrell Financial
New York
$378K