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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
601
First Business Financial Services
Wisconsin
$226K
PPC
602
Park Place Capital
Alabama
$226K +$607 +7 +0.3%
FA
603
Fountainhead AM
New Jersey
$226K +$87 +1 +0%
HHGA
604
Halbert Hargrove Global Advisors
California
$224K
S
605
SignatureFD
Georgia
$223K -$87 -1 -0%
FCP
606
Fidelis Capital Partners
Florida
$222K
AW
607
Atlas Wealth
Ohio
$222K +$216K +2,492 New
TAM
608
Tucker Asset Management
Colorado
$221K
JWS
609
Juncture Wealth Strategies
Arizona
$217K
TC
610
Tenret Company
Florida
$216K -$35K -404 -14%
CCM
611
Coldstream Capital Management
Washington
$213K +$207K +2,392 New
SB
612
Strategic Blueprint
Georgia
$211K +$206K +2,375 New
LSA
613
Lion Street Advisors
Texas
$210K +$22.3K +257 +8%
AAS
614
Annex Advisory Services
Wisconsin
$210K -$3.9K -45 -2%
HIA
615
Harbor Investment Advisory
Maryland
$209K
RIA
616
Retirement Investment Advisors
Oklahoma
$206K -$185K -2,130 -48%
DIA
617
Dana Investment Advisors
Wisconsin
$205K +$200K +2,301 New
BlackRock
618
BlackRock
New York
$204K -$961K -11,081 -83%
FAN
619
Financial Advisors Network
California
$203K +$198K +2,278 New
IIM
620
Ipswich Investment Management
Massachusetts
$202K +$197K +2,270 New
SCA
621
Snowden Capital Advisors
New York
$201K +$196K +2,264 New
RWM
622
Ritholtz Wealth Management
New York
$201K +$196K +2,260 New
BBHC
623
Brown Brothers Harriman & Co
New York
$189K
HAP
624
Harbor Asset Planning
Massachusetts
$188K +$607 +7 +0.3%
AAS
625
Ameritas Advisory Services
Nebraska
$188K -$1.75M -20,160 -91%