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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
FA
601
Fountainhead AM
New Jersey
$226K
HHGA
602
Halbert Hargrove Global Advisors
California
$224K
S
603
SignatureFD
Georgia
$223K
FCP
604
Fidelis Capital Partners
Florida
$222K
AW
605
Atlas Wealth
Ohio
$222K
TAM
606
Tucker Asset Management
Colorado
$221K
JWS
607
Juncture Wealth Strategies
Arizona
$217K
CCM
608
Coldstream Capital Management
Washington
$213K
SB
609
Strategic Blueprint
Georgia
$211K
LSA
610
Lion Street Advisors
Texas
$210K
AAS
611
Annex Advisory Services
Wisconsin
$210K
HIA
612
Harbor Investment Advisory
Maryland
$209K
RIA
613
Retirement Investment Advisors
Oklahoma
$206K
DIA
614
Dana Investment Advisors
Wisconsin
$205K
BlackRock
615
BlackRock
New York
$204K
FAN
616
Financial Advisors Network
California
$203K
IIM
617
Ipswich Investment Management
Massachusetts
$202K
SCA
618
Snowden Capital Advisors
New York
$201K
RWM
619
Ritholtz Wealth Management
New York
$201K
BBHC
620
Brown Brothers Harriman & Co
New York
$189K
HAP
621
Harbor Asset Planning
Massachusetts
$188K
AAS
622
Ameritas Advisory Services
Nebraska
$188K
SA
623
Scarborough Advisors
Maryland
$168K
KFI
624
Key Financial Inc
Pennsylvania
$152K
FFA
625
Farther Finance Advisors
California
$150K