DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
LIM
576
Leavell Investment Management
Alabama
$274K
W
577
WPWealth
Texas
$270K
HH
578
Hilltop Holdings
Texas
$270K
EFG
579
Everhart Financial Group
Ohio
$268K
PNAA
580
Pictet North America Advisors
Switzerland
$267K
PMFA
581
Plante Moran Financial Advisors
Michigan
$258K
PRI
582
Prepared Retirement Institute
Pennsylvania
$258K
KBFS
583
Kohmann Bosshard Financial Services
Ohio
$257K
WMWM
584
Whitaker-Myers Wealth Managers
Ohio
$255K
AW
585
Apricus Wealth
South Carolina
$254K
HSWM
586
Hubbell Strickland Wealth Management
Louisiana
$251K
ADL
587
Asset Dedication LLC
California
$251K
RWA
588
Redhawk Wealth Advisors
Minnesota
$241K
CM
589
Capital Management
Virginia
$240K
MSA
590
McAlister Sweet & Associates
Texas
$240K
TWM
591
Tradition Wealth Management
Minnesota
$239K
GC
592
Grimes & Company
Massachusetts
$239K
O3W
593
Omni 360 Wealth
New Jersey
$238K
WT
594
Whittier Trust
California
$237K
CWA
595
Clearview Wealth Advisors
Oregon
$233K
Invesco
596
Invesco
Georgia
$233K
BCG
597
Breakwater Capital Group
New Jersey
$230K
CTWM
598
Cherry Tree Wealth Management
Minnesota
$228K
FBFS
599
First Business Financial Services
Wisconsin
$226K
PPC
600
Park Place Capital
Alabama
$226K