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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 hedge funds and large institutions have $11.9B 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, 282 increasing their positions, 257 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

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

Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
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
WWM
626
Wolff Wiese Magana
California
$124K
IBOK
627
Independence Bank of Kentucky
Kentucky
$122K
DWM
628
Darwin Wealth Management
Florida
$120K
PSB
629
Piscataqua Savings Bank
New Hampshire
$116K
WIM
630
Westside Investment Management
California
$115K
SRCM
631
Signature Resources Capital Management
California
$113K
CT
632
Clearstead Trust
Maine
$113K
NWM
633
Nova Wealth Management
Florida
$109K
SIS
634
Strategic Investment Solutions
Illinois
$109K
NWM
635
Navigoe Wealth Management
California
$106K
AA
636
Addison Advisors
Vermont
$105K
BOJHT
637
Bank of Jackson Hole Trust
Wyoming
$91.6K
FFA
638
Frazier Financial Advisors
Ohio
$91.4K
LWCFA
639
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.5K
ANBT
640
American National Bank & Trust
Texas
$82.6K
Optiver Holding
641
Optiver Holding
Netherlands
$81K
SC
642
SouthState Corp
Florida
$77.4K
FDCDDQ
643
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K
HIW
644
Holos Integrated Wealth
Pennsylvania
$75.6K
BF
645
BOK Financial
Oklahoma
$74.5K
PA
646
Parallel Advisors
California
$73.8K
RFP
647
Root Financial Partners
California
$72.9K
OA
648
Operose Advisors
Wisconsin
$70.6K
CCM
649
Cloud Capital Management
Washington
$69K
T
650
Tidemark
California
$67.2K