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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

764 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 268 increasing their positions, 300 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$519M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 300

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
626
Grimes & Company
Massachusetts
$237K
WT
627
Whittier Trust
California
$235K
TWM
628
Tradition Wealth Management
Minnesota
$230K
CTWM
629
Cherry Tree Wealth Management
Minnesota
$227K
Fisher Asset Management
630
Fisher Asset Management
Washington
$226K
HF
631
HRT Financial
New York
$225K
FBFS
632
First Business Financial Services
Wisconsin
$223K
HHGA
633
Halbert Hargrove Global Advisors
California
$222K
S
634
SignatureFD
Georgia
$220K
SAM
635
Seelaus Asset Management
New Jersey
$218K
DWS
636
Discipline Wealth Solutions
South Carolina
$217K
JWS
637
Juncture Wealth Strategies
Arizona
$215K
CM
638
Capital Management
Virginia
$213K
SCFS
639
Stewardship Concepts Financial Services
Washington
$212K
LIM
640
Leavell Investment Management
Alabama
$212K
EFT
641
Envision Financial Transparency
North Carolina
$211K
CLIP
642
Colter Lewis Investment Partners
Connecticut
$211K
FCH
643
Freestone Capital Holdings
Washington
$211K
GS
644
GTS Securities
New York
$210K
AW
645
Atlas Wealth
Ohio
$209K
RIA
646
Retirement Investment Advisors
Oklahoma
$208K
AAS
647
Annex Advisory Services
Wisconsin
$207K
HIA
648
Harbor Investment Advisory
Maryland
$206K
BCG
649
Breakwater Capital Group
New Jersey
$205K
VWM
650
Vigil Wealth Management
Florida
$203K