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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
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
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
676
BFSG LLC
California
$28.2K
STB
677
S&T Bank
Pennsylvania
$28.1K
PAM
678
Palisade Asset Management
Minnesota
$26.7K
TCOV
679
Trust Company of Vermont
Vermont
$26.2K
SCA
680
Stuart Chaussee & Associates
California
$23.8K
NSIM
681
North Star Investment Management
Illinois
$23.7K
Q1WB
682
Quest 10 Wealth Builders
Virginia
$23.6K
Kayne Anderson Rudnick Investment Management
683
Kayne Anderson Rudnick Investment Management
California
$23.3K
PGAM
684
Princeton Global Asset Management
New Jersey
$22.2K
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.5K
Federated Hermes
686
Federated Hermes
Pennsylvania
$20.7K
ITIM
687
Indiana Trust & Investment Management
Indiana
$20.2K
SWM
688
Spire Wealth Management
Virginia
$20.1K
SIC
689
SJS Investment Consulting
Ohio
$20.1K
FGAM
690
Financial Gravity Asset Management
Texas
$19.9K
DJSG
691
D.J. St. Germain
Massachusetts
$17.8K
MAS
692
MPWM Advisory Solutions
Georgia
$17.1K
BSB
693
Bangor Savings Bank
Maine
$16K
RF
694
Rossby Financial
Florida
$15K
PWAM
695
Private Wealth Asset Management
Iowa
$14.1K
BLC
696
Brown, Lisle/Cummings
Rhode Island
$13.3K
SIS
697
Sound Income Strategies
Florida
$12.7K
JWA
698
JFS Wealth Advisors
Pennsylvania
$12.3K
VWM
699
Vermillion Wealth Management
Minnesota
$11.6K
CAM
700
Costello Asset Management
Pennsylvania
$11.2K