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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
BRPW
601
Ballast Rock Private Wealth
South Carolina
$287K
HWA
602
HHM Wealth Advisors
Tennessee
$285K +$818 +9 +0.3%
JIC
603
Joel Isaacson & Co
New York
$282K +$292K +3,212 New
FA
604
FSA Advisors
Michigan
$281K +$91 +1 +0%
BIM
605
Breakwater Investment Management
Washington
$278K
SW
606
Simplicity Wealth
New Jersey
$277K +$287K +3,157 New
SB
607
Sunflower Bank
Texas
$272K +$281K +3,091 New
CW
608
CreativeOne Wealth
Kansas
$269K +$45.9K +505 +20%
W
609
WPWealth
Texas
$267K
AAS
610
Ameritas Advisory Services
Nebraska
$265K -$11.5K -126 -4%
LBC
611
Lowe Brockenbrough & Co
Virginia
$264K -$63.6K -700 -19%
OFO
612
OneAscent Family Office
Alabama
$260K
CFD
613
Creative Financial Designs
Indiana
$259K -$30.8K -339 -10%
FCP
614
Fidelis Capital Partners
Florida
$257K
PFG
615
Pacific Financial Group
Washington
$255K -$21.2K -233 -7%
PRI
616
Prepared Retirement Institute
Pennsylvania
$254K
KBFS
617
Kohmann Bosshard Financial Services
Ohio
$254K
BCI
618
Brinker Capital Investments
Pennsylvania
$253K -$914K -10,050 -78%
HH
619
Hilltop Holdings
Texas
$251K -$34.6K -381 -12%
AW
620
Apricus Wealth
South Carolina
$250K
ADL
621
Asset Dedication LLC
California
$250K
FVWA
622
Foster Victor Wealth Advisors
South Carolina
$250K +$247K +2,714 New
WMWM
623
Whitaker-Myers Wealth Managers
Ohio
$249K -$1.64K -18 -0.6%
EFG
624
Everhart Financial Group
Ohio
$246K
NA
625
Nautilus Advisors
California
$245K +$254K +2,793 New