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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

764 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, 268 increasing their positions, 300 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$519M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 300

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
BIM
601
Breakwater Investment Management
Washington
$278K
SW
602
Simplicity Wealth
New Jersey
$277K
SB
603
Sunflower Bank
Texas
$272K
CW
604
CreativeOne Wealth
Kansas
$269K
W
605
WPWealth
Texas
$267K
AAS
606
Ameritas Advisory Services
Nebraska
$265K
LBC
607
Lowe Brockenbrough & Co
Virginia
$264K
OFO
608
OneAscent Family Office
Alabama
$260K
CFD
609
Creative Financial Designs
Indiana
$259K
FCP
610
Fidelis Capital Partners
Florida
$257K
PFG
611
Pacific Financial Group
Washington
$255K
PRI
612
Prepared Retirement Institute
Pennsylvania
$254K
KBFS
613
Kohmann Bosshard Financial Services
Ohio
$254K
BCI
614
Brinker Capital Investments
Pennsylvania
$253K
HH
615
Hilltop Holdings
Texas
$251K
AW
616
Apricus Wealth
South Carolina
$250K
FVWA
617
Foster Victor Wealth Advisors
South Carolina
$250K
WMWM
618
Whitaker-Myers Wealth Managers
Ohio
$249K
EFG
619
Everhart Financial Group
Ohio
$246K
NA
620
Nautilus Advisors
California
$245K
MPIA
621
Milestones Private Investment Advisors
New York
$245K
CAG
622
Crestwood Advisors Group
Massachusetts
$244K
AAP
623
Arax Advisory Partners
Colorado
$241K
O3W
624
Omni 360 Wealth
New Jersey
$241K
MSA
625
McAlister Sweet & Associates
Texas
$237K