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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
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
JIC
603
Joel Isaacson & Co
New York
$282K
FA
604
FSA Advisors
Michigan
$281K
BIM
605
Breakwater Investment Management
Washington
$278K
SW
606
Simplicity Wealth
New Jersey
$277K
SB
607
Sunflower Bank
Texas
$272K
CW
608
CreativeOne Wealth
Kansas
$269K
W
609
WPWealth
Texas
$267K
AAS
610
Ameritas Advisory Services
Nebraska
$265K
LBC
611
Lowe Brockenbrough & Co
Virginia
$264K
OFO
612
OneAscent Family Office
Alabama
$260K
CFD
613
Creative Financial Designs
Indiana
$259K
FCP
614
Fidelis Capital Partners
Florida
$257K
PFG
615
Pacific Financial Group
Washington
$255K
PRI
616
Prepared Retirement Institute
Pennsylvania
$254K
KBFS
617
Kohmann Bosshard Financial Services
Ohio
$254K
BCI
618
Brinker Capital Investments
Pennsylvania
$253K
HH
619
Hilltop Holdings
Texas
$251K
AW
620
Apricus Wealth
South Carolina
$250K
ADL
621
Asset Dedication LLC
California
$250K
FVWA
622
Foster Victor Wealth Advisors
South Carolina
$250K
WMWM
623
Whitaker-Myers Wealth Managers
Ohio
$249K
EFG
624
Everhart Financial Group
Ohio
$246K
NA
625
Nautilus Advisors
California
$245K