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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
LBC
551
Lowe Brockenbrough & Co
Virginia
$329K
TP
552
Tranquility Partners
Tennessee
$325K
NCM
553
Novare Capital Management
North Carolina
$321K
COCM
554
Charter Oak Capital Management
New Hampshire
$318K
TFCP
555
Twin Focus Capital Partners
Massachusetts
$313K
OFO
556
OneAscent Family Office
Alabama
$313K
SAM
557
Seelaus Asset Management
New Jersey
$305K
CFD
558
Creative Financial Designs
Indiana
$305K
CIBC World Market
559
CIBC World Market
Ontario, Canada
$303K
Allianz Asset Management
560
Allianz Asset Management
Germany
$302K
BIG
561
Brookwood Investment Group
Arizona
$300K
CIC
562
Carnegie Investment Counsel
Ohio
$299K
PIA
563
Perennial Investment Advisors
California
$299K
DW30
564
Drucker Wealth 3.0
New Jersey
$297K
WCG
565
Weaver Consulting Group
California
$296K
WCFA
566
Walkner Condon Financial Advisors
Wisconsin
$296K
TCOT
567
Trust Company of Toledo
Ohio
$294K
SI
568
Stephens Inc
Arkansas
$289K
OBWG
569
Onyx Bridge Wealth Group
New York
$287K
BIM
570
Breakwater Investment Management
Washington
$281K
CIA
571
Capital Investment Advisors
Georgia
$277K
KWM
572
Kingsview Wealth Management
Oregon
$275K
LIM
573
Leavell Investment Management
Alabama
$274K
W
574
WPWealth
Texas
$270K
HH
575
Hilltop Holdings
Texas
$270K