We are live on ! Find out more
DGRW icon

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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
626
Milestones Private Investment Advisors
New York
$245K -$588K -6,466 -70%
CAG
627
Crestwood Advisors Group
Massachusetts
$244K +$38.1K +419 +18%
AAP
628
Arax Advisory Partners
Colorado
$241K -$172K -1,895 -42%
O3W
629
Omni 360 Wealth
New Jersey
$241K +$364 +4 +0.1%
MSA
630
McAlister Sweet & Associates
Texas
$237K
GC
631
Grimes & Company
Massachusetts
$237K +$727 +8 +0.3%
WT
632
Whittier Trust
California
$235K
TWM
633
Tradition Wealth Management
Minnesota
$230K +$364 +4 +0.2%
CTWM
634
Cherry Tree Wealth Management
Minnesota
$227K +$2K +22 +0.9%
Fisher Asset Management
635
Fisher Asset Management
Washington
$226K -$453K -4,978 -66%
HF
636
HRT Financial
New York
$225K -$218K -2,398 -48%
FBFS
637
First Business Financial Services
Wisconsin
$223K
HHGA
638
Halbert Hargrove Global Advisors
California
$222K
S
639
SignatureFD
Georgia
$220K
SAM
640
Seelaus Asset Management
New Jersey
$218K -$72.1K -793 -24%
DWS
641
Discipline Wealth Solutions
South Carolina
$217K +$225K +2,469 New
JWS
642
Juncture Wealth Strategies
Arizona
$215K
CM
643
Capital Management
Virginia
$213K -$24.6K -270 -10%
SCFS
644
Stewardship Concepts Financial Services
Washington
$212K +$8.09K +89 +4%
LIM
645
Leavell Investment Management
Alabama
$212K -$60.9K -670 -22%
EFT
646
Envision Financial Transparency
North Carolina
$211K +$218K +2,401 New
CLIP
647
Colter Lewis Investment Partners
Connecticut
$211K
FCH
648
Freestone Capital Holdings
Washington
$211K
GS
649
GTS Securities
New York
$210K -$3.25M -35,779 -94%
AW
650
Atlas Wealth
Ohio
$209K -$10.6K -117 -5%