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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.9%
% of All Funds
1.09%
New
58
Increased
303
Reduced
227
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWP
676
Highline Wealth Partners
California
$34.6K
CCM
677
Chilton Capital Management
Texas
$34.3K
SWA
678
SOA Wealth Advisors
New York
$33.5K
FFA
679
Farther Finance Advisors
California
$31.9K -$7.79K -93 -20%
VCM
680
Versant Capital Management
Arizona
$31.9K
SC
681
SouthState Corp
Florida
$27.9K
BL
682
BFSG LLC
California
$26.5K
STB
683
S&T Bank
Pennsylvania
$26.5K
ITIM
684
Indiana Trust & Investment Management
Indiana
$26K
AAP
685
Arax Advisory Partners
Colorado
$25.7K +$84 +1 +0.3%
SCA
686
Stuart Chaussee & Associates
California
$22.4K
NSIM
687
North Star Investment Management
Illinois
$22.3K
Kayne Anderson Rudnick Investment Management
688
Kayne Anderson Rudnick Investment Management
California
$21.9K
FFA
689
Frazier Financial Advisors
Ohio
$21.9K
PGAM
690
Princeton Global Asset Management
New Jersey
$20.9K
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.3K
TCOV
692
Trust Company of Vermont
Vermont
$19.3K -$6.11K -73 -24%
SWM
693
Spire Wealth Management
Virginia
$18.9K -$106K -1,263 -85%
BFPW
694
BOK Financial Private Wealth
Colorado
$18.6K +$18.6K +222 New
BSB
695
Bangor Savings Bank
Maine
$15.1K
RF
696
Rossby Financial
Florida
$14.1K
PWAM
697
Private Wealth Asset Management
Iowa
$13.2K +$13.2K +158 New
BLC
698
Brown, Lisle/Cummings
Rhode Island
$12.6K
SIC
699
Salem Investment Counselors
North Carolina
$12.6K
KWM
700
Kiker Wealth Management
Georgia
$12.6K