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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

768 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, 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 (-$517M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
768
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
KG
701
Kilter Group
New York
$53.6K
NWM
702
Nova Wealth Management
Florida
$53K
IAIM
703
International Assets Investment Management
Florida
$52.9K
NOI
704
Newton One Investments
Delaware
$52.3K
VC
705
Vestor Capital
Illinois
$51K
CVM
706
Cheviot Value Management
California
$50.2K
BBHC
707
Brown Brothers Harriman & Co
New York
$49.8K
BWL
708
Bogart Wealth LLC
Virginia
$48.2K
VAI
709
Vanguard Advisers Inc
Pennsylvania
$47.5K
C
710
Covestor
United Kingdom
$47K
WETS
711
Wealth Enhancement Trust Services
South Dakota
$46.1K
PF
712
PlanVest Financial
Maryland
$45.6K
FDCDDQ
713
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.2K
NF
714
Napier Financial
Massachusetts
$45.1K
EWP
715
Elevation Wealth Partners
California
$42.6K
SHIM
716
Stone House Investment Management
Pennsylvania
$42.4K
OWA
717
Opal Wealth Advisors
New York
$41K
GIA
718
GHP Investment Advisors
Colorado
$38.6K
HWP
719
Highline Wealth Partners
California
$36.3K
TWIM
720
TIAA Wealth Investment Management
New York
$35.7K
SWA
721
SOA Wealth Advisors
New York
$35.1K
IF
722
Integrity Financial
Wyoming
$33.8K
VCM
723
Versant Capital Management
Arizona
$33.5K
MWA
724
Medallion Wealth Advisors
Connecticut
$31.9K
CFG
725
Chapman Financial Group
Hawaii
$30.7K