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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

749 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
676
Root Financial Partners
California
$79K
HIW
677
Holos Integrated Wealth
Pennsylvania
$78K
BF
678
BOK Financial
Oklahoma
$74.9K
EWM
679
Evolution Wealth Management
Florida
$74.8K
PA
680
Parallel Advisors
California
$74.2K
ANBT
681
American National Bank & Trust
Texas
$70.4K
T
682
Tidemark
California
$67.5K
SIC
683
SJS Investment Consulting
Ohio
$66.8K
AF
684
Advisornet Financial
Minnesota
$66.8K
KFGG
685
Keystone Financial Group (Georgia)
Georgia
$66.4K
IAIM
686
International Assets Investment Management
Florida
$64.1K
NWM
687
Nova Wealth Management
Florida
$59.6K
BCWM
688
Bartlett & Co Wealth Management
Ohio
$57K
AUB
689
Atlantic Union Bankshares
Virginia
$53.7K
NOI
690
Newton One Investments
Delaware
$53.2K
CVM
691
Cheviot Value Management
California
$52.1K
AssetMark Inc
692
AssetMark Inc
California
$49.6K
WETS
693
Wealth Enhancement Trust Services
South Dakota
$47K
FDCDDQ
694
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.1K
SIS
695
Sound Income Strategies
Florida
$43.7K
EWP
696
Elevation Wealth Partners
California
$43.3K
SHIM
697
Stone House Investment Management
Pennsylvania
$43.2K
BWL
698
Bogart Wealth LLC
Virginia
$40.9K
GIA
699
GHP Investment Advisors
Colorado
$39.4K
HWP
700
Highline Wealth Partners
California
$36.9K