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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

749 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
RC
626
Roundview Capital
New Jersey
$237K
TWM
627
Tradition Wealth Management
Minnesota
$234K
BCG
628
Breakwater Capital Group
New Jersey
$230K
CTWM
629
Cherry Tree Wealth Management
Minnesota
$229K
CW
630
CreativeOne Wealth
Kansas
$229K
PPC
631
Park Place Capital
Alabama
$228K
FBFS
632
First Business Financial Services
Wisconsin
$227K
HHGA
633
Halbert Hargrove Global Advisors
California
$226K
Citigroup
634
Citigroup
New York
$224K
S
635
SignatureFD
Georgia
$224K
AW
636
Atlas Wealth
Ohio
$223K
TAM
637
Tucker Asset Management
Colorado
$222K
FWI
638
Facet Wealth Inc
Maryland
$222K
JWS
639
Juncture Wealth Strategies
Arizona
$218K
CLIP
640
Colter Lewis Investment Partners
Connecticut
$215K
FCH
641
Freestone Capital Holdings
Washington
$215K
CAG
642
Crestwood Advisors Group
Massachusetts
$211K
KA
643
Kovack Advisors
Florida
$211K
AAS
644
Annex Advisory Services
Wisconsin
$211K
HIA
645
Harbor Investment Advisory
Maryland
$210K
Invesco
646
Invesco
Georgia
$208K
SCFS
647
Stewardship Concepts Financial Services
Washington
$208K
RIA
648
Retirement Investment Advisors
Oklahoma
$208K
VWM
649
Vigil Wealth Management
Florida
$206K
GCG
650
Gilbert Capital Group
Maine
$204K