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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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
576
Redwood Financial Network
Ohio
$327K -$59.5K -654 -15%
RPWA
577
Regent Peak Wealth Advisors
Georgia
$324K -$51.8K -570 -13%
PNAA
578
Pictet North America Advisors
Switzerland
$320K
KWM
579
Kingsview Wealth Management
Oregon
$317K +$328K +3,604 New
TP
580
Tranquility Partners
Tennessee
$316K -$3.46K -38 -1%
ICP
581
Impact Capital Partners
Colorado
$316K -$555K -6,103 -63%
COCM
582
Charter Oak Capital Management
New Hampshire
$314K +$91 +1 +0%
TWM
583
Thryve Wealth Management
Texas
$311K -$879K -9,668 -73%
TFCP
584
Twin Focus Capital Partners
Massachusetts
$309K
SCTC
585
Sanibel Captiva Trust Company
Florida
$305K +$316K +3,472 New
CAM
586
Cozad Asset Management
Illinois
$303K
AWM
587
Aprio Wealth Management
Georgia
$301K +$312K +3,430 New
Allianz Asset Management
588
Allianz Asset Management
Germany
$299K
BIG
589
Brookwood Investment Group
Arizona
$296K
ZI
590
ZEGA Investments
Florida
$295K +$62.9K +692 +26%
DW30
591
Drucker Wealth 3.0
New Jersey
$293K
KA
592
Kovack Advisors
Florida
$293K +$88.2K +970 +41%
WCG
593
Weaver Consulting Group
California
$293K
TVPW
594
Third View Private Wealth
Connecticut
$292K -$39.9K -439 -12%
CIBC World Market
595
CIBC World Market
Ontario, Canada
$291K -$47.3K -520 -14%
SCA
596
Snowden Capital Advisors
New York
$291K +$96.7K +1,064 +47%
RWM
597
Ritholtz Wealth Management
New York
$289K +$29K +319 +11%
LWM
598
LightSquare Wealth Management
Michigan
$289K +$299K +3,290 New
HWA
599
Heartwood Wealth Advisors
Virginia
$288K +$298K +3,277 New
MAM
600
Milestone Asset Management
Pennsylvania
$287K +$298K +3,272 New