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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
KBFS
576
Kohmann Bosshard Financial Services
Ohio
$257K
WMWM
577
Whitaker-Myers Wealth Managers
Ohio
$255K
AW
578
Apricus Wealth
South Carolina
$254K
HSWM
579
Hubbell Strickland Wealth Management
Louisiana
$251K
ADL
580
Asset Dedication LLC
California
$251K
RWA
581
Redhawk Wealth Advisors
Minnesota
$241K
CM
582
Capital Management
Virginia
$240K
MSA
583
McAlister Sweet & Associates
Texas
$240K
TWM
584
Tradition Wealth Management
Minnesota
$239K
GC
585
Grimes & Company
Massachusetts
$239K
O3W
586
Omni 360 Wealth
New Jersey
$238K
WT
587
Whittier Trust
California
$237K
CWA
588
Clearview Wealth Advisors
Oregon
$233K
Invesco
589
Invesco
Georgia
$233K
BCG
590
Breakwater Capital Group
New Jersey
$230K
CTWM
591
Cherry Tree Wealth Management
Minnesota
$228K
FBFS
592
First Business Financial Services
Wisconsin
$226K
PPC
593
Park Place Capital
Alabama
$226K
FA
594
Fountainhead AM
New Jersey
$226K
HHGA
595
Halbert Hargrove Global Advisors
California
$224K
S
596
SignatureFD
Georgia
$223K
FCP
597
Fidelis Capital Partners
Florida
$222K
AW
598
Atlas Wealth
Ohio
$222K
JWS
599
Juncture Wealth Strategies
Arizona
$217K
CCM
600
Coldstream Capital Management
Washington
$213K