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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

764 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, 268 increasing their positions, 300 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$519M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 300

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
CT
676
Clearstead Trust
Maine
$111K
SIS
677
Strategic Investment Solutions
Illinois
$107K
EWM
678
Evolution Wealth Management
Florida
$105K
NWM
679
Navigoe Wealth Management
California
$104K
BCWM
680
Bartlett & Co Wealth Management
Ohio
$93.4K
BOJHT
681
Bank of Jackson Hole Trust
Wyoming
$90.5K
FFA
682
Frazier Financial Advisors
Ohio
$90.2K
AssetMark Inc
683
AssetMark Inc
California
$88.7K
OA
684
Operose Advisors
Wisconsin
$85.1K
HIW
685
Holos Integrated Wealth
Pennsylvania
$76.8K
RFP
686
Root Financial Partners
California
$76.5K
PA
687
Parallel Advisors
California
$72.9K
AUB
688
Atlantic Union Bankshares
Virginia
$70.9K
LA
689
LM Advisors
California
$70.2K
ANBT
690
American National Bank & Trust
Texas
$69.1K
Citigroup
691
Citigroup
New York
$66.7K
GI
692
GAMMA Investing
California
$66K
SIC
693
SJS Investment Consulting
Ohio
$65.6K
KFGG
694
Keystone Financial Group (Georgia)
Georgia
$65.4K
RF
695
Rossby Financial
Florida
$65.1K
AF
696
Advisornet Financial
Minnesota
$61.7K
KG
697
Kilter Group
New York
$53.6K
NWM
698
Nova Wealth Management
Florida
$53K
IAIM
699
International Assets Investment Management
Florida
$52.9K
NOI
700
Newton One Investments
Delaware
$52.3K