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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

768 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, 268 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 (-$517M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
RPWA
576
Regent Peak Wealth Advisors
Georgia
$324K
PNAA
577
Pictet North America Advisors
Switzerland
$320K
KWM
578
Kingsview Wealth Management
Oregon
$317K
TP
579
Tranquility Partners
Tennessee
$316K
ICP
580
Impact Capital Partners
Colorado
$316K
COCM
581
Charter Oak Capital Management
New Hampshire
$314K
TWM
582
Thryve Wealth Management
Texas
$311K
TFCP
583
Twin Focus Capital Partners
Massachusetts
$309K
SCTC
584
Sanibel Captiva Trust Company
Florida
$305K
CAM
585
Cozad Asset Management
Illinois
$303K
AWM
586
Aprio Wealth Management
Georgia
$301K
Allianz Asset Management
587
Allianz Asset Management
Germany
$299K
BIG
588
Brookwood Investment Group
Arizona
$296K
ZI
589
ZEGA Investments
Florida
$295K
DW30
590
Drucker Wealth 3.0
New Jersey
$293K
KA
591
Kovack Advisors
Florida
$293K
WCG
592
Weaver Consulting Group
California
$293K
TVPW
593
Third View Private Wealth
Connecticut
$292K
CIBC World Market
594
CIBC World Market
Ontario, Canada
$291K
SCA
595
Snowden Capital Advisors
New York
$291K
RWM
596
Ritholtz Wealth Management
New York
$289K
LWM
597
LightSquare Wealth Management
Michigan
$289K
HWA
598
Heartwood Wealth Advisors
Virginia
$288K
MAM
599
Milestone Asset Management
Pennsylvania
$287K
BRPW
600
Ballast Rock Private Wealth
South Carolina
$287K