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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 hedge funds and large institutions have $11.9B 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, 282 increasing their positions, 257 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

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

Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
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
EFG
576
Everhart Financial Group
Ohio
$268K
PNAA
577
Pictet North America Advisors
Switzerland
$267K
PMFA
578
Plante Moran Financial Advisors
Michigan
$258K
PRI
579
Prepared Retirement Institute
Pennsylvania
$258K
KBFS
580
Kohmann Bosshard Financial Services
Ohio
$257K
WMWM
581
Whitaker-Myers Wealth Managers
Ohio
$255K
AW
582
Apricus Wealth
South Carolina
$254K
HSWM
583
Hubbell Strickland Wealth Management
Louisiana
$251K
ADL
584
Asset Dedication LLC
California
$251K
RWA
585
Redhawk Wealth Advisors
Minnesota
$241K
MSA
586
McAlister Sweet & Associates
Texas
$240K
CM
587
Capital Management
Virginia
$240K
TWM
588
Tradition Wealth Management
Minnesota
$239K
GC
589
Grimes & Company
Massachusetts
$239K
O3W
590
Omni 360 Wealth
New Jersey
$238K
WT
591
Whittier Trust
California
$237K
CWA
592
Clearview Wealth Advisors
Oregon
$233K
Invesco
593
Invesco
Georgia
$233K
BCG
594
Breakwater Capital Group
New Jersey
$230K
CTWM
595
Cherry Tree Wealth Management
Minnesota
$228K
FBFS
596
First Business Financial Services
Wisconsin
$226K
PPC
597
Park Place Capital
Alabama
$226K
FA
598
Fountainhead AM
New Jersey
$226K
HHGA
599
Halbert Hargrove Global Advisors
California
$224K
S
600
SignatureFD
Georgia
$223K