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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
651
Holos Integrated Wealth
Pennsylvania
$75.6K
BF
652
BOK Financial
Oklahoma
$74.5K
PA
653
Parallel Advisors
California
$73.8K +$32.7K +377 +83%
RFP
654
Root Financial Partners
California
$72.9K +$71K +819 New
OA
655
Operose Advisors
Wisconsin
$70.6K
CCM
656
Cloud Capital Management
Washington
$69K +$67.6K +779 New
T
657
Tidemark
California
$67.2K
AF
658
Advisornet Financial
Minnesota
$66.5K
KFGG
659
Keystone Financial Group (Georgia)
Georgia
$65.8K +$11.2K +129 +21%
VC
660
Vestor Capital
Illinois
$57K +$13.8K +159 +33%
BCWM
661
Bartlett & Co Wealth Management
Ohio
$56.7K
AUB
662
Atlantic Union Bankshares
Virginia
$53.4K
NOI
663
Newton One Investments
Delaware
$52.9K
CVM
664
Cheviot Value Management
California
$51.6K -$607 -7 -1%
BTI
665
Blue Trust Inc
Georgia
$50K -$13K -150 -21%
EWM
666
Evolution Wealth Management
Florida
$45K -$6.59K -76 -13%
FG
667
Fairman Group
Pennsylvania
$44.5K
S
668
Sachetta
Massachusetts
$44.5K
EWP
669
Elevation Wealth Partners
California
$42.9K +$173 +2 +0.4%
IF
670
Integrity Financial
Wyoming
$40.9K -$8.24K -95 -17%
BWL
671
Bogart Wealth LLC
Virginia
$40.5K +$1.65K +19 +4%
GIA
672
GHP Investment Advisors
Colorado
$39.1K
HWP
673
Highline Wealth Partners
California
$36.7K
AssetMark Inc
674
AssetMark Inc
California
$35.9K +$32.4K +373 +1,243%
SWA
675
SOA Wealth Advisors
New York
$35.6K