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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

768 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, 301 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:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$517M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
768
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
AA
676
Addison Advisors
Vermont
$115K
PSB
677
Piscataqua Savings Bank
New Hampshire
$114K
WIM
678
Westside Investment Management
California
$114K
SRCM
679
Signature Resources Capital Management
California
$112K
CT
680
Clearstead Trust
Maine
$111K
SIS
681
Strategic Investment Solutions
Illinois
$107K
EWM
682
Evolution Wealth Management
Florida
$105K
NWM
683
Navigoe Wealth Management
California
$104K
BCWM
684
Bartlett & Co Wealth Management
Ohio
$93.4K
BOJHT
685
Bank of Jackson Hole Trust
Wyoming
$90.5K
FFA
686
Frazier Financial Advisors
Ohio
$90.2K
AssetMark Inc
687
AssetMark Inc
California
$88.7K
OA
688
Operose Advisors
Wisconsin
$85.1K
HIW
689
Holos Integrated Wealth
Pennsylvania
$76.8K
RFP
690
Root Financial Partners
California
$76.5K
PA
691
Parallel Advisors
California
$72.9K
AUB
692
Atlantic Union Bankshares
Virginia
$70.9K
LA
693
LM Advisors
California
$70.2K
ANBT
694
American National Bank & Trust
Texas
$69.1K
Citigroup
695
Citigroup
New York
$66.7K
GI
696
GAMMA Investing
California
$66K
SIC
697
SJS Investment Consulting
Ohio
$65.6K
KFGG
698
Keystone Financial Group (Georgia)
Georgia
$65.4K
RF
699
Rossby Financial
Florida
$65.1K
AF
700
Advisornet Financial
Minnesota
$61.7K