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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
BTI
651
Blue Trust Inc
Georgia
$50K
EWM
652
Evolution Wealth Management
Florida
$45K
S
653
Sachetta
Massachusetts
$44.5K
FG
654
Fairman Group
Pennsylvania
$44.5K
EWP
655
Elevation Wealth Partners
California
$42.9K
IF
656
Integrity Financial
Wyoming
$40.9K
BWL
657
Bogart Wealth LLC
Virginia
$40.5K
GIA
658
GHP Investment Advisors
Colorado
$39.1K
HWP
659
Highline Wealth Partners
California
$36.7K
AssetMark Inc
660
AssetMark Inc
California
$35.9K
SWA
661
SOA Wealth Advisors
New York
$35.6K
VCM
662
Versant Capital Management
Arizona
$33.9K
C
663
Covestor
United Kingdom
$31K
TFGT
664
TS Financial Group (TSFG)
Illinois
$30K
BL
665
BFSG LLC
California
$28.2K
STB
666
S&T Bank
Pennsylvania
$28.1K
PAM
667
Palisade Asset Management
Minnesota
$26.7K
TCOV
668
Trust Company of Vermont
Vermont
$26.2K
SCA
669
Stuart Chaussee & Associates
California
$23.8K
NSIM
670
North Star Investment Management
Illinois
$23.7K
Q1WB
671
Quest 10 Wealth Builders
Virginia
$23.6K
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$23.3K
PGAM
673
Princeton Global Asset Management
New Jersey
$22.2K
JFGIW
674
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.5K
Federated Hermes
675
Federated Hermes
Pennsylvania
$20.7K