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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
FCP
601
Fidelis Capital Partners
Florida
$222K
AW
602
Atlas Wealth
Ohio
$222K
TAM
603
Tucker Asset Management
Colorado
$221K
JWS
604
Juncture Wealth Strategies
Arizona
$217K
CCM
605
Coldstream Capital Management
Washington
$213K
SB
606
Strategic Blueprint
Georgia
$211K
LSA
607
Lion Street Advisors
Texas
$210K
AAS
608
Annex Advisory Services
Wisconsin
$210K
HIA
609
Harbor Investment Advisory
Maryland
$209K
RIA
610
Retirement Investment Advisors
Oklahoma
$206K
DIA
611
Dana Investment Advisors
Wisconsin
$205K
BlackRock
612
BlackRock
New York
$204K
FAN
613
Financial Advisors Network
California
$203K
IIM
614
Ipswich Investment Management
Massachusetts
$202K
SCA
615
Snowden Capital Advisors
New York
$201K
RWM
616
Ritholtz Wealth Management
New York
$201K
BBHC
617
Brown Brothers Harriman & Co
New York
$189K
HAP
618
Harbor Asset Planning
Massachusetts
$188K
AAS
619
Ameritas Advisory Services
Nebraska
$188K
KFI
620
Key Financial Inc
Pennsylvania
$152K
FFA
621
Farther Finance Advisors
California
$150K
CT
622
Coastline Trust
Rhode Island
$144K
AAG
623
Armstrong Advisory Group
Massachusetts
$140K
CB
624
CNB Bank
Pennsylvania
$139K
GI
625
GAMMA Investing
California
$136K