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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
SB
601
Strategic Blueprint
Georgia
$211K
LSA
602
Lion Street Advisors
Texas
$210K
AAS
603
Annex Advisory Services
Wisconsin
$210K
HIA
604
Harbor Investment Advisory
Maryland
$209K
RIA
605
Retirement Investment Advisors
Oklahoma
$206K
DIA
606
Dana Investment Advisors
Wisconsin
$205K
BlackRock
607
BlackRock
New York
$204K
FAN
608
Financial Advisors Network
California
$203K
IIM
609
Ipswich Investment Management
Massachusetts
$202K
SCA
610
Snowden Capital Advisors
New York
$201K
RWM
611
Ritholtz Wealth Management
New York
$201K
BBHC
612
Brown Brothers Harriman & Co
New York
$189K
HAP
613
Harbor Asset Planning
Massachusetts
$188K
AAS
614
Ameritas Advisory Services
Nebraska
$188K
KFI
615
Key Financial Inc
Pennsylvania
$152K
FFA
616
Farther Finance Advisors
California
$150K
CT
617
Coastline Trust
Rhode Island
$144K
AAG
618
Armstrong Advisory Group
Massachusetts
$140K
CB
619
CNB Bank
Pennsylvania
$139K
GI
620
GAMMA Investing
California
$136K
WWM
621
Wolff Wiese Magana
California
$124K
IBOK
622
Independence Bank of Kentucky
Kentucky
$122K
DWM
623
Darwin Wealth Management
Florida
$120K
PSB
624
Piscataqua Savings Bank
New Hampshire
$116K
WIM
625
Westside Investment Management
California
$115K