We are live on ! Find out more
DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
576
Capital Investment Advisors
Georgia
$277K -$26K -300 -9%
KWM
577
Kingsview Wealth Management
Oregon
$275K -$30.4K -351 -10%
LIM
578
Leavell Investment Management
Alabama
$274K -$3.9K -45 -1%
W
579
WPWealth
Texas
$270K
HH
580
Hilltop Holdings
Texas
$270K -$11.7K -135 -4%
EFG
581
Everhart Financial Group
Ohio
$268K -$63.9K -737 -20%
PNAA
582
Pictet North America Advisors
Switzerland
$267K
PMFA
583
Plante Moran Financial Advisors
Michigan
$258K +$58.4K +673 +30%
PRI
584
Prepared Retirement Institute
Pennsylvania
$258K
KBFS
585
Kohmann Bosshard Financial Services
Ohio
$257K +$251K +2,893 New
WMWM
586
Whitaker-Myers Wealth Managers
Ohio
$255K -$1.39K -16 -0.6%
AW
587
Apricus Wealth
South Carolina
$254K
HSWM
588
Hubbell Strickland Wealth Management
Louisiana
$251K +$954 +11 +0.4%
ADL
589
Asset Dedication LLC
California
$251K -$78.1K -900 -24%
RWA
590
Redhawk Wealth Advisors
Minnesota
$241K +$235K +2,707 New
CM
591
Capital Management
Virginia
$240K
MSA
592
McAlister Sweet & Associates
Texas
$240K
TWM
593
Tradition Wealth Management
Minnesota
$239K +$347 +4 +0.1%
GC
594
Grimes & Company
Massachusetts
$239K +$867 +10 +0.4%
O3W
595
Omni 360 Wealth
New Jersey
$238K +$232K +2,671 New
WT
596
Whittier Trust
California
$237K +$87 +1 +0%
CWA
597
Clearview Wealth Advisors
Oregon
$233K -$26.5K -305 -10%
Invesco
598
Invesco
Georgia
$233K +$227K +2,618 New
BCG
599
Breakwater Capital Group
New Jersey
$230K +$3.73K +43 +2%
CTWM
600
Cherry Tree Wealth Management
Minnesota
$228K +$5.55K +64 +3%