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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
676
Versant Capital Management
Arizona
$33.9K
MWA
677
Medallion Wealth Advisors
Connecticut
$32.3K +$4.42K +51 +16%
C
678
Covestor
United Kingdom
$31K -$7.89K -91 -21%
TFGT
679
TS Financial Group (TSFG)
Illinois
$30K -$7.55K -87 -21%
BL
680
BFSG LLC
California
$28.2K
STB
681
S&T Bank
Pennsylvania
$28.1K
PAM
682
Palisade Asset Management
Minnesota
$26.7K +$26K +300 New
TCOV
683
Trust Company of Vermont
Vermont
$26.2K +$5.55K +64 +28%
SCA
684
Stuart Chaussee & Associates
California
$23.8K
NSIM
685
North Star Investment Management
Illinois
$23.7K
Q1WB
686
Quest 10 Wealth Builders
Virginia
$23.6K -$3.47K -40 -13%
Kayne Anderson Rudnick Investment Management
687
Kayne Anderson Rudnick Investment Management
California
$23.3K
PGAM
688
Princeton Global Asset Management
New Jersey
$22.2K
JFGIW
689
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.5K
Federated Hermes
690
Federated Hermes
Pennsylvania
$20.7K +$20.2K +233 New
ITIM
691
Indiana Trust & Investment Management
Indiana
$20.2K -$7.2K -83 -27%
SWM
692
Spire Wealth Management
Virginia
$20.1K
SIC
693
SJS Investment Consulting
Ohio
$20.1K +$19.6K +226 New
FGAM
694
Financial Gravity Asset Management
Texas
$19.9K +$19.4K +224 New
DJSG
695
D.J. St. Germain
Massachusetts
$17.8K +$17.3K +200 New
MAS
696
MPWM Advisory Solutions
Georgia
$17.1K +$4.34K +50 +35%
BSB
697
Bangor Savings Bank
Maine
$16K
RF
698
Rossby Financial
Florida
$15K
PWAM
699
Private Wealth Asset Management
Iowa
$14.1K
BLC
700
Brown, Lisle/Cummings
Rhode Island
$13.3K