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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

718 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+7
Holders Change %
+0.98%
% of All Funds
9.63%
Holding in Top 10
81
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.9%
% of All Funds
1.09%
New
57
Increased
303
Reduced
227
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFC
551
Northstar Financial Companies
Pennsylvania
$321K +$321K +3,828 New
HWA
552
HHM Wealth Advisors
Tennessee
$320K -$419 -5 -0.1%
FTUS
553
Flow Traders U.S.
New York
$319K +$319K +3,807 New
CA
554
Claro Advisors
Massachusetts
$319K -$247K -2,944 -44%
TW
555
TritonPoint Wealth
Maryland
$317K
PTC
556
Philadelphia Trust Company
Pennsylvania
$315K
EFG
557
Everhart Financial Group
Ohio
$314K
ADL
558
Asset Dedication LLC
California
$311K -$119K -1,420 -28%
LBC
559
Lowe Brockenbrough & Co
Virginia
$310K
UCB
560
United Community Bank
South Carolina
$305K +$162K +1,930 +113%
NCM
561
Novare Capital Management
North Carolina
$302K -$54.4K -650 -15%
CIBC Private Wealth Group
562
CIBC Private Wealth Group
Georgia
$301K +$51.7K +617 +21%
PI
563
PFG Investments
New York
$301K +$670 +8 +0.2%
COCM
564
Charter Oak Capital Management
New Hampshire
$299K +$84 +1 +0%
SAM
565
Seelaus Asset Management
New Jersey
$299K +$6.53K +78 +2%
TCOT
566
Trust Company of Toledo
Ohio
$298K
OFO
567
OneAscent Family Office
Alabama
$294K
KWM
568
Kingsview Wealth Management
Oregon
$289K -$178K -2,124 -38%
CIA
569
Capital Investment Advisors
Georgia
$286K -$1.76K -21 -0.6%
CIBC World Market
570
CIBC World Market
Ontario, Canada
$285K +$11.7K +140 +4%
Allianz Asset Management
571
Allianz Asset Management
Germany
$285K
CIC
572
Carnegie Investment Counsel
Ohio
$285K -$19.9K -238 -7%
LWM
573
LongView Wealth Management
Georgia
$284K +$28.8K +344 +11%
DW30
574
Drucker Wealth 3.0
New Jersey
$284K +$284K +3,337 New
BIG
575
Brookwood Investment Group
Arizona
$282K