We are live on ! Find out more
DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 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, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
651
Retirement Investment Advisors
Oklahoma
$208K
AAS
652
Annex Advisory Services
Wisconsin
$207K
HIA
653
Harbor Investment Advisory
Maryland
$206K
BCG
654
Breakwater Capital Group
New Jersey
$205K -$21.5K -236 -9%
VWM
655
Vigil Wealth Management
Florida
$203K
BFA
656
Benedict Financial Advisors
Georgia
$202K +$209K +2,303 New
TCOT
657
Trust Company of Toledo
Ohio
$201K -$63.6K -699 -23%
GCG
658
Gilbert Capital Group
Maine
$201K
ACM
659
AlphaStar Capital Management
North Carolina
$200K -$90.6K -996 -30%
FAN
660
Financial Advisors Network
California
$200K
HAP
661
Harbor Asset Planning
Massachusetts
$187K +$546 +6 +0.3%
PMFA
662
Plante Moran Financial Advisors
Michigan
$182K -$75.7K -833 -29%
SA
663
Scarborough Advisors
Maryland
$163K -$3K -33 -2%
BSB
664
Bangor Savings Bank
Maine
$155K +$145K +1,590 +883%
CT
665
Coastline Trust
Rhode Island
$151K
KFI
666
Key Financial Inc
Pennsylvania
$150K
CCWM
667
Cassaday & Co Wealth Management
Virginia
$147K +$152K +1,672 New
CCAM
668
Cascades Capital Asset Management
North Carolina
$144K -$129K -1,420 -46%
AAG
669
Armstrong Advisory Group
Massachusetts
$138K
CB
670
CNB Bank
Pennsylvania
$137K
DWP
671
Destiny Wealth Partners
Florida
$132K +$136K +1,499 New
WWM
672
Wolff Wiese Magana
California
$124K +$1.82K +20 +1%
GWANC
673
Guardian Wealth Advisors (North Carolina)
North Carolina
$122K +$127K +1,393 New
IBOK
674
Independence Bank of Kentucky
Kentucky
$120K
DWM
675
Darwin Wealth Management
Florida
$119K +$364 +4 +0.3%