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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
551
Resonant Capital Advisors
Wisconsin
$383K
FF
552
Farrell Financial
New York
$378K
PI
553
PFG Investments
New York
$376K
SL
554
SWMG LLC
Texas
$375K
KFS
555
Kurt F. Somerville
$373K
MWM
556
Mission Wealth Management
California
$372K
HWA
557
Heritage Wealth Advisors
Virginia
$372K
RFG
558
REAP Financial Group
Texas
$368K
PFPG
559
Pinnacle Financial Partners (Georgia)
Georgia
$365K
PIA
560
Perennial Investment Advisors
California
$361K
SG
561
StoneX Group
New York
$361K
SI
562
Stephens Inc
Arkansas
$358K
SFWC
563
Strategic Family Wealth Counselors
New Jersey
$358K
DWM
564
Diversify Wealth Management
Utah
$356K
SGWP
565
Sun Group Wealth Partners
California
$354K
GIA
566
Guyasuta Investment Advisors
Pennsylvania
$351K
YDMI
567
Y.D. More Investments
Israel
$345K
TSS
568
Two Sigma Securities
New York
$343K
SWAG
569
Spectrum Wealth Advisory Group
California
$340K
PWP
570
Prasad Wealth Partners
Ohio
$334K
SFWA
571
Summit Financial Wealth Advisors
Louisiana
$333K
TP
572
TritonPoint Partners
Maryland
$333K
LWA
573
Lantern Wealth Advisors
New York
$332K
PTC
574
Philadelphia Trust Company
Pennsylvania
$330K
CRI
575
Commonwealth Retirement Investments
Virginia
$328K