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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

768 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, 301 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:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$517M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
768
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
AAS
651
Annex Advisory Services
Wisconsin
$207K
HIA
652
Harbor Investment Advisory
Maryland
$206K
BCG
653
Breakwater Capital Group
New Jersey
$205K
VWM
654
Vigil Wealth Management
Florida
$203K
BFA
655
Benedict Financial Advisors
Georgia
$202K
TCOT
656
Trust Company of Toledo
Ohio
$201K
GCG
657
Gilbert Capital Group
Maine
$201K
ACM
658
AlphaStar Capital Management
North Carolina
$200K
FAN
659
Financial Advisors Network
California
$200K
HAP
660
Harbor Asset Planning
Massachusetts
$187K
PMFA
661
Plante Moran Financial Advisors
Michigan
$182K
SA
662
Scarborough Advisors
Maryland
$163K
BSB
663
Bangor Savings Bank
Maine
$155K
CT
664
Coastline Trust
Rhode Island
$151K
KFI
665
Key Financial Inc
Pennsylvania
$150K
CCWM
666
Cassaday & Co Wealth Management
Virginia
$147K
CCAM
667
Cascades Capital Asset Management
North Carolina
$144K
AAG
668
Armstrong Advisory Group
Massachusetts
$138K
CB
669
CNB Bank
Pennsylvania
$137K
DWP
670
Destiny Wealth Partners
Florida
$132K
WWM
671
Wolff Wiese Magana
California
$124K
GWANC
672
Guardian Wealth Advisors (North Carolina)
North Carolina
$122K
IBOK
673
Independence Bank of Kentucky
Kentucky
$120K
DWM
674
Darwin Wealth Management
Florida
$119K
PFO
675
Pioneer Family Office
Florida
$118K