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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

744 hedge funds and large institutions have $11.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 274 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCAM
601
Cascades Capital Asset Management
North Carolina
$274K
W
602
WPWealth
Texas
$271K
TCOT
603
Trust Company of Toledo
Ohio
$267K
RWM
604
Ritholtz Wealth Management
New York
$266K
OFO
605
OneAscent Family Office
Alabama
$265K
FCP
606
Fidelis Capital Partners
Florida
$262K
PMFA
607
Plante Moran Financial Advisors
Michigan
$260K
PRI
608
Prepared Retirement Institute
Pennsylvania
$259K
KBFS
609
Kohmann Bosshard Financial Services
Ohio
$259K
WMWM
610
Whitaker-Myers Wealth Managers
Ohio
$255K
AW
611
Apricus Wealth
South Carolina
$255K
ADL
612
Asset Dedication LLC
California
$255K
Pathstone Holdings
613
Pathstone Holdings
New Jersey
$252K
EFG
614
Everhart Financial Group
Ohio
$251K
O3W
615
Omni 360 Wealth
New Jersey
$249K
RWA
616
Redhawk Wealth Advisors
Minnesota
$243K
CM
617
Capital Management
Virginia
$241K
MSA
618
McAlister Sweet & Associates
Texas
$241K
GC
619
Grimes & Company
Massachusetts
$241K
WT
620
Whittier Trust
California
$241K
ZI
621
ZEGA Investments
Florida
$239K
RC
622
Roundview Capital
New Jersey
$237K
TWM
623
Tradition Wealth Management
Minnesota
$234K
BCG
624
Breakwater Capital Group
New Jersey
$230K
CTWM
625
Cherry Tree Wealth Management
Minnesota
$229K