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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

744 hedge funds and large institutions have $11.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 274 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
551
Kurt F. Somerville
$380K
LWA
552
Lantern Wealth Advisors
New York
$378K
KG
553
Kilter Group
New York
$377K
PFPG
554
Pinnacle Financial Partners (Georgia)
Georgia
$376K
PI
555
PFG Investments
New York
$376K
PS
556
Principal Securities
Iowa
$368K
MIH
557
Meitav Investment House
Israel
$365K
SIAG
558
Safeguard Investment Advisory Group
California
$365K
SFWC
559
Strategic Family Wealth Counselors
New Jersey
$364K
SI
560
Stephens Inc
Arkansas
$364K
FF
561
Farrell Financial
New York
$361K
SWAG
562
Spectrum Wealth Advisory Group
California
$346K
NFC
563
Northstar Financial Companies
Pennsylvania
$344K
MWM
564
M3 Wealth Management
Ohio
$344K
CIBC World Market
565
CIBC World Market
Ontario, Canada
$343K
SFWA
566
Summit Financial Wealth Advisors
Louisiana
$339K
PWP
567
Prasad Wealth Partners
Ohio
$339K
CRI
568
Commonwealth Retirement Investments
Virginia
$338K
TVPW
569
Third View Private Wealth
Connecticut
$336K
PTC
570
Philadelphia Trust Company
Pennsylvania
$336K
LBC
571
Lowe Brockenbrough & Co
Virginia
$331K
PNAA
572
Pictet North America Advisors
Switzerland
$326K
TP
573
Tranquility Partners
Tennessee
$325K
CWA
574
Clearview Wealth Advisors
Oregon
$323K
NCM
575
Novare Capital Management
North Carolina
$322K