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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

764 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, 300 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$519M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 300

Holders
764
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
BFA
651
Benedict Financial Advisors
Georgia
$202K
TCOT
652
Trust Company of Toledo
Ohio
$201K
GCG
653
Gilbert Capital Group
Maine
$201K
ACM
654
AlphaStar Capital Management
North Carolina
$200K
FAN
655
Financial Advisors Network
California
$200K
HAP
656
Harbor Asset Planning
Massachusetts
$187K
PMFA
657
Plante Moran Financial Advisors
Michigan
$182K
SA
658
Scarborough Advisors
Maryland
$163K
BSB
659
Bangor Savings Bank
Maine
$155K
CT
660
Coastline Trust
Rhode Island
$151K
KFI
661
Key Financial Inc
Pennsylvania
$150K
CCWM
662
Cassaday & Co Wealth Management
Virginia
$147K
CCAM
663
Cascades Capital Asset Management
North Carolina
$144K
AAG
664
Armstrong Advisory Group
Massachusetts
$138K
CB
665
CNB Bank
Pennsylvania
$137K
DWP
666
Destiny Wealth Partners
Florida
$132K
WWM
667
Wolff Wiese Magana
California
$124K
GWANC
668
Guardian Wealth Advisors (North Carolina)
North Carolina
$122K
IBOK
669
Independence Bank of Kentucky
Kentucky
$120K
DWM
670
Darwin Wealth Management
Florida
$119K
PFO
671
Pioneer Family Office
Florida
$118K
AA
672
Addison Advisors
Vermont
$115K
PSB
673
Piscataqua Savings Bank
New Hampshire
$114K
WIM
674
Westside Investment Management
California
$114K
SRCM
675
Signature Resources Capital Management
California
$112K