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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

768 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, 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 (-$517M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
768
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
CAG
626
Crestwood Advisors Group
Massachusetts
$244K
AAP
627
Arax Advisory Partners
Colorado
$241K
O3W
628
Omni 360 Wealth
New Jersey
$241K
MSA
629
McAlister Sweet & Associates
Texas
$237K
GC
630
Grimes & Company
Massachusetts
$237K
WT
631
Whittier Trust
California
$235K
TWM
632
Tradition Wealth Management
Minnesota
$230K
CTWM
633
Cherry Tree Wealth Management
Minnesota
$227K
Fisher Asset Management
634
Fisher Asset Management
Washington
$226K
HF
635
HRT Financial
New York
$225K
FBFS
636
First Business Financial Services
Wisconsin
$223K
HHGA
637
Halbert Hargrove Global Advisors
California
$222K
S
638
SignatureFD
Georgia
$220K
SAM
639
Seelaus Asset Management
New Jersey
$218K
DWS
640
Discipline Wealth Solutions
South Carolina
$217K
JWS
641
Juncture Wealth Strategies
Arizona
$215K
CM
642
Capital Management
Virginia
$213K
SCFS
643
Stewardship Concepts Financial Services
Washington
$212K
LIM
644
Leavell Investment Management
Alabama
$212K
EFT
645
Envision Financial Transparency
North Carolina
$211K
CLIP
646
Colter Lewis Investment Partners
Connecticut
$211K
FCH
647
Freestone Capital Holdings
Washington
$211K
GS
648
GTS Securities
New York
$210K
AW
649
Atlas Wealth
Ohio
$209K
RIA
650
Retirement Investment Advisors
Oklahoma
$208K