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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

758 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 280 increasing their positions, 251 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
RWA
626
Redhawk Wealth Advisors
Minnesota
$243K
CM
627
Capital Management
Virginia
$241K
MSA
628
McAlister Sweet & Associates
Texas
$241K
GC
629
Grimes & Company
Massachusetts
$241K
WT
630
Whittier Trust
California
$241K
ZI
631
ZEGA Investments
Florida
$239K
RC
632
Roundview Capital
New Jersey
$237K
TWM
633
Tradition Wealth Management
Minnesota
$234K
BCG
634
Breakwater Capital Group
New Jersey
$230K
CTWM
635
Cherry Tree Wealth Management
Minnesota
$229K
CW
636
CreativeOne Wealth
Kansas
$229K
PPC
637
Park Place Capital
Alabama
$228K
FBFS
638
First Business Financial Services
Wisconsin
$227K
HHGA
639
Halbert Hargrove Global Advisors
California
$226K
Citigroup
640
Citigroup
New York
$224K
S
641
SignatureFD
Georgia
$224K
AW
642
Atlas Wealth
Ohio
$223K
TAM
643
Tucker Asset Management
Colorado
$222K
FWI
644
Facet Wealth Inc
Maryland
$222K
JWS
645
Juncture Wealth Strategies
Arizona
$218K
CLIP
646
Colter Lewis Investment Partners
Connecticut
$215K
FCH
647
Freestone Capital Holdings
Washington
$215K
CAG
648
Crestwood Advisors Group
Massachusetts
$211K
KA
649
Kovack Advisors
Florida
$211K
AAS
650
Annex Advisory Services
Wisconsin
$211K