DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
ETC
701
Exchange Traded Concepts
Oklahoma
$4.09K
IWM
702
IMG Wealth Management
Florida
$3.65K
WP
703
WealthShield Partners
North Carolina
$3.37K
HFS
704
Horizon Financial Services
North Carolina
$2.31K
VanEck Associates
705
VanEck Associates
New York
$2K
CTA
706
Colonial Trust Advisors
South Carolina
$1.54K
CPG
707
Cornerstone Planning Group
New Jersey
$541
WOC
708
West Oak Capital
California
$116
SNWA
709
Siligmueller & Norvid Wealth Advisors
Illinois
PP
710
Prudential plc
United Kingdom
MHS
711
M Holdings Securities
Oregon
IWP
712
Invenio Wealth Partners
Florida
PFGIA
713
Patriot Financial Group Insurance Agency
Massachusetts
FPCP
714
Fort Point Capital Partners
California
FAIM
715
Financial Advocates Investment Management
Washington
SXL
716
Summit X LLC
Missouri
EGM
717
Engineers Gate Manager
New York
BJL
718
Brighton Jones LLC
Washington
FA
719
FSA Advisors
Michigan
CA
720
Calton & Associates
Florida
Fisher Asset Management
721
Fisher Asset Management
Washington
Millennium Management
722
Millennium Management
New York
FA
723
Flagstar Advisors
New York
AG
724
AmeriFlex Group
Nevada
AIA
725
AssuredPartners Investment Advisors
Florida