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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
CT
626
Coastline Trust
Rhode Island
$144K
AAG
627
Armstrong Advisory Group
Massachusetts
$140K
CB
628
CNB Bank
Pennsylvania
$139K
GI
629
GAMMA Investing
California
$136K
WWM
630
Wolff Wiese Magana
California
$124K
IBOK
631
Independence Bank of Kentucky
Kentucky
$122K
DWM
632
Darwin Wealth Management
Florida
$120K
PSB
633
Piscataqua Savings Bank
New Hampshire
$116K
WIM
634
Westside Investment Management
California
$115K
SRCM
635
Signature Resources Capital Management
California
$113K
CT
636
Clearstead Trust
Maine
$113K
NWM
637
Nova Wealth Management
Florida
$109K
SIS
638
Strategic Investment Solutions
Illinois
$109K
NWM
639
Navigoe Wealth Management
California
$106K
AA
640
Addison Advisors
Vermont
$105K
BOJHT
641
Bank of Jackson Hole Trust
Wyoming
$91.6K
FFA
642
Frazier Financial Advisors
Ohio
$91.4K
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.5K
ANBT
644
American National Bank & Trust
Texas
$82.6K
Optiver Holding
645
Optiver Holding
Netherlands
$81K
SC
646
SouthState Corp
Florida
$77.4K
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K
HIW
648
Holos Integrated Wealth
Pennsylvania
$75.6K
BF
649
BOK Financial
Oklahoma
$74.5K
PA
650
Parallel Advisors
California
$73.8K