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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
551
Prasad Wealth Partners
Ohio
$346K +$781 +9 +0.2%
PI
552
PFG Investments
New York
$345K +$24.5K +282 +8%
NFC
553
Northstar Financial Companies
Pennsylvania
$341K +$694 +8 +0.2%
SFWA
554
Summit Financial Wealth Advisors
Louisiana
$338K
PTC
555
Philadelphia Trust Company
Pennsylvania
$334K
LBC
556
Lowe Brockenbrough & Co
Virginia
$329K
TP
557
Tranquility Partners
Tennessee
$325K -$66.4K -765 -17%
NCM
558
Novare Capital Management
North Carolina
$321K
COCM
559
Charter Oak Capital Management
New Hampshire
$318K
TFCP
560
Twin Focus Capital Partners
Massachusetts
$313K -$69.6K -802 -19%
OFO
561
OneAscent Family Office
Alabama
$313K
SAM
562
Seelaus Asset Management
New Jersey
$305K -$12.5K -144 -4%
CFD
563
Creative Financial Designs
Indiana
$305K -$357K -4,111 -55%
CIBC World Market
564
CIBC World Market
Ontario, Canada
$303K
Allianz Asset Management
565
Allianz Asset Management
Germany
$302K
BIG
566
Brookwood Investment Group
Arizona
$300K
CIC
567
Carnegie Investment Counsel
Ohio
$299K -$2.95K -34 -1%
PIA
568
Perennial Investment Advisors
California
$299K +$1.91K +22 +0.7%
DW30
569
Drucker Wealth 3.0
New Jersey
$297K
WCG
570
Weaver Consulting Group
California
$296K
WCFA
571
Walkner Condon Financial Advisors
Wisconsin
$296K
TCOT
572
Trust Company of Toledo
Ohio
$294K -$22.7K -262 -7%
SI
573
Stephens Inc
Arkansas
$289K
OBWG
574
Onyx Bridge Wealth Group
New York
$287K -$8.41M -96,989 -97%
BIM
575
Breakwater Investment Management
Washington
$281K +$104K +1,198 +61%