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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 hedge funds and large institutions have $11.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 279 increasing their positions, 257 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
551
Twin Focus Capital Partners
Massachusetts
$313K
OFO
552
OneAscent Family Office
Alabama
$313K
SAM
553
Seelaus Asset Management
New Jersey
$305K
CFD
554
Creative Financial Designs
Indiana
$305K
CIBC World Market
555
CIBC World Market
Ontario, Canada
$303K
Allianz Asset Management
556
Allianz Asset Management
Germany
$302K
BIG
557
Brookwood Investment Group
Arizona
$300K
CIC
558
Carnegie Investment Counsel
Ohio
$299K
PIA
559
Perennial Investment Advisors
California
$299K
DW30
560
Drucker Wealth 3.0
New Jersey
$297K
WCG
561
Weaver Consulting Group
California
$296K
WCFA
562
Walkner Condon Financial Advisors
Wisconsin
$296K
TCOT
563
Trust Company of Toledo
Ohio
$294K
SI
564
Stephens Inc
Arkansas
$289K
OBWG
565
Onyx Bridge Wealth Group
New York
$287K
BIM
566
Breakwater Investment Management
Washington
$281K
CIA
567
Capital Investment Advisors
Georgia
$277K
KWM
568
Kingsview Wealth Management
Oregon
$275K
LIM
569
Leavell Investment Management
Alabama
$274K
W
570
WPWealth
Texas
$270K
HH
571
Hilltop Holdings
Texas
$270K
EFG
572
Everhart Financial Group
Ohio
$268K
PNAA
573
Pictet North America Advisors
Switzerland
$267K
PMFA
574
Plante Moran Financial Advisors
Michigan
$258K
PRI
575
Prepared Retirement Institute
Pennsylvania
$258K