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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
RFP
651
Root Financial Partners
California
$72.9K
OA
652
Operose Advisors
Wisconsin
$70.6K
CCM
653
Cloud Capital Management
Washington
$69K
T
654
Tidemark
California
$67.2K
AF
655
Advisornet Financial
Minnesota
$66.5K
KFGG
656
Keystone Financial Group (Georgia)
Georgia
$65.8K
VC
657
Vestor Capital
Illinois
$57K
BCWM
658
Bartlett & Co Wealth Management
Ohio
$56.7K
AUB
659
Atlantic Union Bankshares
Virginia
$53.4K
NOI
660
Newton One Investments
Delaware
$52.9K
CVM
661
Cheviot Value Management
California
$51.6K
BTI
662
Blue Trust Inc
Georgia
$50K
EWM
663
Evolution Wealth Management
Florida
$45K
FG
664
Fairman Group
Pennsylvania
$44.5K
S
665
Sachetta
Massachusetts
$44.5K
EWP
666
Elevation Wealth Partners
California
$42.9K
IF
667
Integrity Financial
Wyoming
$40.9K
BWL
668
Bogart Wealth LLC
Virginia
$40.5K
GIA
669
GHP Investment Advisors
Colorado
$39.1K
HWP
670
Highline Wealth Partners
California
$36.7K
AssetMark Inc
671
AssetMark Inc
California
$35.9K
SWA
672
SOA Wealth Advisors
New York
$35.6K
VCM
673
Versant Capital Management
Arizona
$33.9K
C
674
Covestor
United Kingdom
$31K
TFGT
675
TS Financial Group (TSFG)
Illinois
$30K