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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
ITIM
676
Indiana Trust & Investment Management
Indiana
$20.2K
SWM
677
Spire Wealth Management
Virginia
$20.1K
SIC
678
SJS Investment Consulting
Ohio
$20.1K
FGAM
679
Financial Gravity Asset Management
Texas
$19.9K
DJSG
680
D.J. St. Germain
Massachusetts
$17.8K
MAS
681
MPWM Advisory Solutions
Georgia
$17.1K
BSB
682
Bangor Savings Bank
Maine
$16K
RF
683
Rossby Financial
Florida
$15K
PWAM
684
Private Wealth Asset Management
Iowa
$14.1K
BLC
685
Brown, Lisle/Cummings
Rhode Island
$13.3K
SIS
686
Sound Income Strategies
Florida
$12.7K
JWA
687
JFS Wealth Advisors
Pennsylvania
$12.3K
VWM
688
Vermillion Wealth Management
Minnesota
$11.6K
CAM
689
Costello Asset Management
Pennsylvania
$11.2K
SIC
690
Salem Investment Counselors
North Carolina
$11.1K
JGCM
691
Joseph Group Capital Management
Ohio
$10.3K
Bessemer Group
692
Bessemer Group
New Jersey
$10K
FP
693
Financial Perspectives
Minnesota
$9.25K
CA
694
Crewe Advisors
Utah
$8.01K
CTC
695
Central Trust Company
Missouri
$7.83K
AEPWM
696
Atlantic Edge Private Wealth Management
Florida
$7.21K
IRC
697
Investors Research Corp
Georgia
$6.49K
DCM
698
Davis Capital Management
Florida
$4.98K
DSC
699
Duncker Streett & Co
Missouri
$4.45K
TC
700
Truvestments Capital
Florida
$4.36K