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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
719
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
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
551
Northstar Financial Companies
Pennsylvania
$341K
SFWA
552
Summit Financial Wealth Advisors
Louisiana
$338K
PTC
553
Philadelphia Trust Company
Pennsylvania
$334K
LBC
554
Lowe Brockenbrough & Co
Virginia
$329K
TP
555
Tranquility Partners
Tennessee
$325K
NCM
556
Novare Capital Management
North Carolina
$321K
COCM
557
Charter Oak Capital Management
New Hampshire
$318K
TFCP
558
Twin Focus Capital Partners
Massachusetts
$313K
OFO
559
OneAscent Family Office
Alabama
$313K
SAM
560
Seelaus Asset Management
New Jersey
$305K
CFD
561
Creative Financial Designs
Indiana
$305K
CIBC World Market
562
CIBC World Market
Ontario, Canada
$303K
Allianz Asset Management
563
Allianz Asset Management
Germany
$302K
BIG
564
Brookwood Investment Group
Arizona
$300K
CIC
565
Carnegie Investment Counsel
Ohio
$299K
PIA
566
Perennial Investment Advisors
California
$299K
DW30
567
Drucker Wealth 3.0
New Jersey
$297K
WCG
568
Weaver Consulting Group
California
$296K
WCFA
569
Walkner Condon Financial Advisors
Wisconsin
$296K
TCOT
570
Trust Company of Toledo
Ohio
$294K
SI
571
Stephens Inc
Arkansas
$289K
OBWG
572
Onyx Bridge Wealth Group
New York
$287K
BIM
573
Breakwater Investment Management
Washington
$281K
CIA
574
Capital Investment Advisors
Georgia
$277K
KWM
575
Kingsview Wealth Management
Oregon
$275K