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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

749 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
551
Sunbelt Securities
Texas
$391K
RFN
552
Redwood Financial Network
Ohio
$391K
RCA
553
Resonant Capital Advisors
Wisconsin
$390K
RPWA
554
Regent Peak Wealth Advisors
Georgia
$381K
KFS
555
Kurt F. Somerville
$380K
LWA
556
Lantern Wealth Advisors
New York
$378K
KG
557
Kilter Group
New York
$377K
PFPG
558
Pinnacle Financial Partners (Georgia)
Georgia
$376K
PI
559
PFG Investments
New York
$376K
PS
560
Principal Securities
Iowa
$368K
MIH
561
Meitav Investment House
Israel
$365K
SIAG
562
Safeguard Investment Advisory Group
California
$365K
SFWC
563
Strategic Family Wealth Counselors
New Jersey
$364K
SI
564
Stephens Inc
Arkansas
$364K
FF
565
Farrell Financial
New York
$361K
SWAG
566
Spectrum Wealth Advisory Group
California
$346K
NFC
567
Northstar Financial Companies
Pennsylvania
$344K
MWM
568
M3 Wealth Management
Ohio
$344K
CIBC World Market
569
CIBC World Market
Ontario, Canada
$343K
SFWA
570
Summit Financial Wealth Advisors
Louisiana
$339K
PWP
571
Prasad Wealth Partners
Ohio
$339K
CRI
572
Commonwealth Retirement Investments
Virginia
$338K
TVPW
573
Third View Private Wealth
Connecticut
$336K
PTC
574
Philadelphia Trust Company
Pennsylvania
$336K
LBC
575
Lowe Brockenbrough & Co
Virginia
$331K