We are live on ! Find out more
DGRW icon

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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
551
Resonant Capital Advisors
Wisconsin
$383K +$182 +2 +0%
FF
552
Farrell Financial
New York
$378K +$24K +264 +7%
PI
553
PFG Investments
New York
$376K +$6.55K +72 +2%
SL
554
SWMG LLC
Texas
$375K +$1.36K +15 +0.4%
KFS
555
Kurt F. Somerville
$373K
MWM
556
Mission Wealth Management
California
$372K -$1.72M -18,931 -82%
HWA
557
Heritage Wealth Advisors
Virginia
$372K +$385K +4,232 New
RFG
558
REAP Financial Group
Texas
$368K -$57.4K -631 -13%
PFPG
559
Pinnacle Financial Partners (Georgia)
Georgia
$365K -$4.46K -49 -1%
PIA
560
Perennial Investment Advisors
California
$361K -$211K -2,322 -36%
SG
561
StoneX Group
New York
$361K -$170K -1,867 -31%
SI
562
Stephens Inc
Arkansas
$358K
SFWC
563
Strategic Family Wealth Counselors
New Jersey
$358K +$91 +1 +0%
DWM
564
Diversify Wealth Management
Utah
$356K +$347K +3,811 New
SGWP
565
Sun Group Wealth Partners
California
$354K +$367K +4,031 New
GIA
566
Guyasuta Investment Advisors
Pennsylvania
$351K +$363K +3,991 New
YDMI
567
Y.D. More Investments
Israel
$345K +$117K +1,286 New
TSS
568
Two Sigma Securities
New York
$343K -$447K -4,919 -56%
SWAG
569
Spectrum Wealth Advisory Group
California
$340K
PWP
570
Prasad Wealth Partners
Ohio
$334K +$636 +7 +0.2%
SFWA
571
Summit Financial Wealth Advisors
Louisiana
$333K
TP
572
TritonPoint Partners
Maryland
$333K -$139K -1,530 -29%
LWA
573
Lantern Wealth Advisors
New York
$332K -$40.6K -447 -11%
PTC
574
Philadelphia Trust Company
Pennsylvania
$330K
CRI
575
Commonwealth Retirement Investments
Virginia
$328K -$4.46K -49 -1%