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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
626
Scarborough Advisors
Maryland
$168K +$434 +5 +0.3%
KFI
627
Key Financial Inc
Pennsylvania
$152K
FFA
628
Farther Finance Advisors
California
$150K +$113K +1,302 +342%
CT
629
Coastline Trust
Rhode Island
$144K
AAG
630
Armstrong Advisory Group
Massachusetts
$140K
CB
631
CNB Bank
Pennsylvania
$139K
GI
632
GAMMA Investing
California
$136K +$39.6K +457 +43%
WWM
633
Wolff Wiese Magana
California
$124K -$3.3K -38 -3%
IBOK
634
Independence Bank of Kentucky
Kentucky
$122K
DWM
635
Darwin Wealth Management
Florida
$120K +$347 +4 +0.3%
PSB
636
Piscataqua Savings Bank
New Hampshire
$116K
WIM
637
Westside Investment Management
California
$115K
SRCM
638
Signature Resources Capital Management
California
$113K +$173 +2 +0.2%
CT
639
Clearstead Trust
Maine
$113K
NWM
640
Nova Wealth Management
Florida
$109K -$257K -2,958 -71%
SIS
641
Strategic Investment Solutions
Illinois
$109K
NWM
642
Navigoe Wealth Management
California
$106K +$104K +1,194 New
AA
643
Addison Advisors
Vermont
$105K
BOJHT
644
Bank of Jackson Hole Trust
Wyoming
$91.6K
FFA
645
Frazier Financial Advisors
Ohio
$91.4K +$66.4K +766 +293%
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.5K -$71.1K -820 -45%
ANBT
647
American National Bank & Trust
Texas
$82.6K +$7.55K +87 +10%
Optiver Holding
648
Optiver Holding
Netherlands
$81K +$79K +911 New
SC
649
SouthState Corp
Florida
$77.4K +$46.6K +537 +161%
FDCDDQ
650
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K