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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

726 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 306 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
83
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
PMFA
626
Plante Moran Financial Advisors
Michigan
$187K
BBHC
627
Brown Brothers Harriman & Co
New York
$178K
HAP
628
Harbor Asset Planning
Massachusetts
$177K
BIM
629
Breakwater Investment Management
Washington
$164K
SA
630
Scarborough Advisors
Maryland
$157K
GWANC
631
Guardian Wealth Advisors (North Carolina)
North Carolina
$153K
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K
IWA
633
Icon Wealth Advisors
Texas
$148K
T
634
Transce3nd
Texas
$144K
KFI
635
Key Financial Inc
Pennsylvania
$143K
CT
636
Coastline Trust
Rhode Island
$136K
AAG
637
Armstrong Advisory Group
Massachusetts
$131K
CB
638
CNB Bank
Pennsylvania
$131K
WWM
639
Wolff Wiese Magana
California
$120K
IBOK
640
Independence Bank of Kentucky
Kentucky
$115K
DWM
641
Darwin Wealth Management
Florida
$112K
WIM
642
Westside Investment Management
California
$109K
PSB
643
Piscataqua Savings Bank
New Hampshire
$109K
Qube Research & Technologies (QRT)
644
Qube Research & Technologies (QRT)
United Kingdom
$108K
SRCM
645
Signature Resources Capital Management
California
$107K
CT
646
Clearstead Trust
Maine
$106K
SIS
647
Strategic Investment Solutions
Illinois
$102K
AA
648
Addison Advisors
Vermont
$98.4K
GI
649
GAMMA Investing
California
$89.5K
BOJHT
650
Bank of Jackson Hole Trust
Wyoming
$86.3K