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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
701
Sound Income Strategies
Florida
$12.7K
JWA
702
JFS Wealth Advisors
Pennsylvania
$12.3K
VWM
703
Vermillion Wealth Management
Minnesota
$11.6K +$1.91K +22 +20%
CAM
704
Costello Asset Management
Pennsylvania
$11.2K
SIC
705
Salem Investment Counselors
North Carolina
$11.1K -$2.17K -25 -17%
JGCM
706
Joseph Group Capital Management
Ohio
$10.3K -$434 -5 -4%
Bessemer Group
707
Bessemer Group
New Jersey
$10K +$9.8K +113 New
FP
708
Financial Perspectives
Minnesota
$9.25K
CA
709
Crewe Advisors
Utah
$8.01K
CTC
710
Central Trust Company
Missouri
$7.83K -$75.6K -872 -91%
AEPWM
711
Atlantic Edge Private Wealth Management
Florida
$7.21K
IRC
712
Investors Research Corp
Georgia
$6.49K
DCM
713
Davis Capital Management
Florida
$4.98K +$4.86K +56 New
CAIM
714
Catherine Avery Investment Management
Florida
$4.89K
DSC
715
Duncker Streett & Co
Missouri
$4.45K +$4.34K +50 New
TC
716
Truvestments Capital
Florida
$4.36K
ETC
717
Exchange Traded Concepts
Oklahoma
$4.09K -$81.8K -943 -95%
IWM
718
IMG Wealth Management
Florida
$3.65K
WP
719
WealthShield Partners
North Carolina
$3.37K
HFS
720
Horizon Financial Services
North Carolina
$2.31K
VanEck Associates
721
VanEck Associates
New York
$2K
CTA
722
Colonial Trust Advisors
South Carolina
$1.54K
CPG
723
Cornerstone Planning Group
New Jersey
$541 -$3.04K -35 -90%
WOC
724
West Oak Capital
California
$116
SNWA
725
Siligmueller & Norvid Wealth Advisors
Illinois
-$8.63M -101,777 Closed