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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
SRCM
626
Signature Resources Capital Management
California
$113K
CT
627
Clearstead Trust
Maine
$113K
NWM
628
Nova Wealth Management
Florida
$109K
NWM
629
Navigoe Wealth Management
California
$106K
AA
630
Addison Advisors
Vermont
$105K
BOJHT
631
Bank of Jackson Hole Trust
Wyoming
$91.6K
FFA
632
Frazier Financial Advisors
Ohio
$91.4K
LWCFA
633
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.5K
ANBT
634
American National Bank & Trust
Texas
$82.6K
Optiver Holding
635
Optiver Holding
Netherlands
$81K
SC
636
SouthState Corp
Florida
$77.4K
FDCDDQ
637
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K
BF
638
BOK Financial
Oklahoma
$74.5K
PA
639
Parallel Advisors
California
$73.8K
RFP
640
Root Financial Partners
California
$72.9K
OA
641
Operose Advisors
Wisconsin
$70.6K
CCM
642
Cloud Capital Management
Washington
$69K
T
643
Tidemark
California
$67.2K
AF
644
Advisornet Financial
Minnesota
$66.5K
KFGG
645
Keystone Financial Group (Georgia)
Georgia
$65.8K
VC
646
Vestor Capital
Illinois
$57K
BCWM
647
Bartlett & Co Wealth Management
Ohio
$56.7K
AUB
648
Atlantic Union Bankshares
Virginia
$53.4K
NOI
649
Newton One Investments
Delaware
$52.9K
CVM
650
Cheviot Value Management
California
$51.6K