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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

758 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 280 increasing their positions, 251 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
576
Summit Financial Wealth Advisors
Louisiana
$339K
PWP
577
Prasad Wealth Partners
Ohio
$339K
CRI
578
Commonwealth Retirement Investments
Virginia
$338K
TVPW
579
Third View Private Wealth
Connecticut
$336K
PTC
580
Philadelphia Trust Company
Pennsylvania
$336K
LBC
581
Lowe Brockenbrough & Co
Virginia
$331K
PNAA
582
Pictet North America Advisors
Switzerland
$326K
TP
583
Tranquility Partners
Tennessee
$325K
CWA
584
Clearview Wealth Advisors
Oregon
$323K
NCM
585
Novare Capital Management
North Carolina
$322K
COCM
586
Charter Oak Capital Management
New Hampshire
$320K
TFCP
587
Twin Focus Capital Partners
Massachusetts
$315K
EFG
588
Embree Financial Group
Illinois
$312K
CAM
589
Cozad Asset Management
Illinois
$308K
Allianz Asset Management
590
Allianz Asset Management
Germany
$304K
CIC
591
Carnegie Investment Counsel
Ohio
$302K
BIG
592
Brookwood Investment Group
Arizona
$301K
DW30
593
Drucker Wealth 3.0
New Jersey
$298K
WCG
594
Weaver Consulting Group
California
$298K
CFD
595
Creative Financial Designs
Indiana
$294K
ACM
596
AlphaStar Capital Management
North Carolina
$293K
SAM
597
Seelaus Asset Management
New Jersey
$293K
BRPW
598
Ballast Rock Private Wealth
South Carolina
$292K
HH
599
Hilltop Holdings
Texas
$290K
HWA
600
HHM Wealth Advisors
Tennessee
$289K