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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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
701
Advisornet Financial
Minnesota
$61.7K -$4.09K -45 -6%
KG
702
Kilter Group
New York
$53.6K -$328K -3,609 -86%
NWM
703
Nova Wealth Management
Florida
$53K -$5.82K -64 -10%
IAIM
704
International Assets Investment Management
Florida
$52.9K -$10.6K -117 -16%
NOI
705
Newton One Investments
Delaware
$52.3K
VC
706
Vestor Capital
Illinois
$51K +$52.9K +582 New
CVM
707
Cheviot Value Management
California
$50.2K
BBHC
708
Brown Brothers Harriman & Co
New York
$49.8K -$142K -1,558 -73%
BWL
709
Bogart Wealth LLC
Virginia
$48.2K +$8.37K +92 +20%
VAI
710
Vanguard Advisers Inc
Pennsylvania
$47.5K +$49.2K +541 New
C
711
Covestor
United Kingdom
$47K +$16.4K +180 +50%
WETS
712
Wealth Enhancement Trust Services
South Dakota
$46.1K
PF
713
PlanVest Financial
Maryland
$45.6K +$47.2K +519 New
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.2K
NF
715
Napier Financial
Massachusetts
$45.1K +$46.7K +514 New
EWP
716
Elevation Wealth Partners
California
$42.6K +$91 +1 +0.2%
SHIM
717
Stone House Investment Management
Pennsylvania
$42.4K
OWA
718
Opal Wealth Advisors
New York
$41K +$42.5K +467 New
GIA
719
GHP Investment Advisors
Colorado
$38.6K
HWP
720
Highline Wealth Partners
California
$36.3K
TWIM
721
TIAA Wealth Investment Management
New York
$35.7K +$37.9K +417 New
SWA
722
SOA Wealth Advisors
New York
$35.1K
IF
723
Integrity Financial
Wyoming
$33.8K
VCM
724
Versant Capital Management
Arizona
$33.5K
MWA
725
Medallion Wealth Advisors
Connecticut
$31.9K