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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
AF
651
Advisornet Financial
Minnesota
$66.5K
KFGG
652
Keystone Financial Group (Georgia)
Georgia
$65.8K
VC
653
Vestor Capital
Illinois
$57K
BCWM
654
Bartlett & Co Wealth Management
Ohio
$56.7K
AUB
655
Atlantic Union Bankshares
Virginia
$53.4K
NOI
656
Newton One Investments
Delaware
$52.9K
CVM
657
Cheviot Value Management
California
$51.6K
BTI
658
Blue Trust Inc
Georgia
$50K
EWM
659
Evolution Wealth Management
Florida
$45K
FG
660
Fairman Group
Pennsylvania
$44.5K
S
661
Sachetta
Massachusetts
$44.5K
EWP
662
Elevation Wealth Partners
California
$42.9K
IF
663
Integrity Financial
Wyoming
$40.9K
BWL
664
Bogart Wealth LLC
Virginia
$40.5K
GIA
665
GHP Investment Advisors
Colorado
$39.1K
HWP
666
Highline Wealth Partners
California
$36.7K
AssetMark Inc
667
AssetMark Inc
California
$35.9K
SWA
668
SOA Wealth Advisors
New York
$35.6K
VCM
669
Versant Capital Management
Arizona
$33.9K
C
670
Covestor
United Kingdom
$31K
TFGT
671
TS Financial Group (TSFG)
Illinois
$30K
BL
672
BFSG LLC
California
$28.2K
STB
673
S&T Bank
Pennsylvania
$28.1K
PAM
674
Palisade Asset Management
Minnesota
$26.7K
TCOV
675
Trust Company of Vermont
Vermont
$26.2K