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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
SCA
676
Stuart Chaussee & Associates
California
$23.8K
NSIM
677
North Star Investment Management
Illinois
$23.7K
Q1WB
678
Quest 10 Wealth Builders
Virginia
$23.6K
Kayne Anderson Rudnick Investment Management
679
Kayne Anderson Rudnick Investment Management
California
$23.3K
PGAM
680
Princeton Global Asset Management
New Jersey
$22.2K
JFGIW
681
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.5K
Federated Hermes
682
Federated Hermes
Pennsylvania
$20.7K
ITIM
683
Indiana Trust & Investment Management
Indiana
$20.2K
SWM
684
Spire Wealth Management
Virginia
$20.1K
SIC
685
SJS Investment Consulting
Ohio
$20.1K
FGAM
686
Financial Gravity Asset Management
Texas
$19.9K
DJSG
687
D.J. St. Germain
Massachusetts
$17.8K
MAS
688
MPWM Advisory Solutions
Georgia
$17.1K
BSB
689
Bangor Savings Bank
Maine
$16K
RF
690
Rossby Financial
Florida
$15K
PWAM
691
Private Wealth Asset Management
Iowa
$14.1K
BLC
692
Brown, Lisle/Cummings
Rhode Island
$13.3K
SIS
693
Sound Income Strategies
Florida
$12.7K
JWA
694
JFS Wealth Advisors
Pennsylvania
$12.3K
VWM
695
Vermillion Wealth Management
Minnesota
$11.6K
CAM
696
Costello Asset Management
Pennsylvania
$11.2K
SIC
697
Salem Investment Counselors
North Carolina
$11.1K
JGCM
698
Joseph Group Capital Management
Ohio
$10.3K
Bessemer Group
699
Bessemer Group
New Jersey
$10K
FP
700
Financial Perspectives
Minnesota
$9.25K