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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
676
Pioneer Family Office
Florida
$118K
AA
677
Addison Advisors
Vermont
$115K
PSB
678
Piscataqua Savings Bank
New Hampshire
$114K
WIM
679
Westside Investment Management
California
$114K
SRCM
680
Signature Resources Capital Management
California
$112K
CT
681
Clearstead Trust
Maine
$111K
SIS
682
Strategic Investment Solutions
Illinois
$107K
EWM
683
Evolution Wealth Management
Florida
$105K
NWM
684
Navigoe Wealth Management
California
$104K
BCWM
685
Bartlett & Co Wealth Management
Ohio
$93.4K
BOJHT
686
Bank of Jackson Hole Trust
Wyoming
$90.5K
FFA
687
Frazier Financial Advisors
Ohio
$90.2K
AssetMark Inc
688
AssetMark Inc
California
$88.7K
OA
689
Operose Advisors
Wisconsin
$85.1K
HIW
690
Holos Integrated Wealth
Pennsylvania
$76.8K
RFP
691
Root Financial Partners
California
$76.5K
PA
692
Parallel Advisors
California
$72.9K
AUB
693
Atlantic Union Bankshares
Virginia
$70.9K
LA
694
LM Advisors
California
$70.2K
ANBT
695
American National Bank & Trust
Texas
$69.1K
Citigroup
696
Citigroup
New York
$66.7K
GI
697
GAMMA Investing
California
$66K
SIC
698
SJS Investment Consulting
Ohio
$65.6K
KFGG
699
Keystone Financial Group (Georgia)
Georgia
$65.4K
RF
700
Rossby Financial
Florida
$65.1K